Mike Delfino

Portfolio Manager-Equities at

Pinnacle Associates Ltd.

Finance

Consumer Services

Profile

Mr. Michael F.
Delfino is a Director at Pinnacle Associates Ltd. He is also a Senior Portfolio Manager at Pinnacle.
He joined the firm in January 2005.
Mr. Delfino was previously employed as a President and CEO of Furman Selz Capital Management, a division of ING.
Mike had been the CEO of Regent Investor Services, a division of Alliance Capital Management, prior to joining Furman Selz.
While with both Furman Selz and Regent, he was responsible for each firm's separately managed account business for high net worth investors and institutions.
Prior to his position with Regent, he served as Managing Director at Shields Asset Management, which he joined in 1982.
He also served as Chief Investment Officer of The Bank of New York’s County Trust division before joining Shields.
Over the course of his fifteen-year career in Trust Investments, he also worked at Bankers Trust Co. and Chase NBW.
He earned an MBA degree from Fordham University, and a B.A. from Iona College.

Mike Delfino active positions

Companies	Position	Start
Pinnacle Associates Ltd. Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities.	Portfolio Manager-Equities	2004-12-31

All active positions of Mike Delfino

Former positions of Mike Delfino

Companies	Position	End
Voya Investment Management Co. LLC Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection.	Corporate Officer/Principal	2004-12-30
The Bank of New York Co., Inc. The Bank of New York Co., Inc. Major BanksFinance Provides commercial bank services	Corporate Officer/Principal	1981-12-30
Money Management Institute Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors	Corporate Officer/Principal	-
Bankers Trust Co. (Des Moines, Iowa) Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.	Corporate Officer/Principal	-
Regent Investors Services, Inc. Regent Investors Services, Inc. Investment ManagersFinance Asset management concern	Corporate Officer/Principal	-

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Linked companies

Private companies	9
The Bank of New York Co., Inc. The Bank of New York Co., Inc. Major BanksFinance Provides commercial bank services	Finance
Voya Investment Management Co. LLC Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection.	Finance
Bankers Trust Co. (Des Moines, Iowa) Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.	Finance
Pinnacle Associates Ltd. Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities.	Finance
Regent Investors Services, Inc. Regent Investors Services, Inc. Investment ManagersFinance Asset management concern	Finance
Shields Asset Management, Inc. Shields Asset Management, Inc. Investment ManagersFinance Manages pension assets	Finance
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Iona College Iona College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Money Management Institute Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors	Finance