Career
Paul Lagermasini has been Chief Financial Officer of Pinnacle Associates since November 2018. Paul Lagermasini is a control person of the firm and directly owns under 5% of it.
Pinnacle Associates, LTD. is a New York, NY firm with $10.4B under management, 2,325 clients and 33 advisers across 9 offices, as of its March 2026 filing.
On 18 October 2026, Pinnacle’s team roster listed Paul Lagermasini as its chief financial officer.
No adviser firm registrations are on Paul Lagermasini’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 27 | Financial and Operations Principal Examination | 21 September 2011 |
- Name
- Financial and Operations Principal Examination
Individual record
- Full name
- Paul Joseph Lagermasini
- CRD
- 4304333
- Firm bio
- pinnacle-associates.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Paul Lagermasini work?
Paul Lagermasini has been Chief Financial Officer of Pinnacle Associates, LTD. since November 2018, and is a control person of the firm.
Does Paul Lagermasini have a current investment-adviser registration?
Paul Lagermasini has no current investment-adviser or broker registration.
What exams has Paul Lagermasini passed?
Paul Lagermasini passed the Series 27 in September 2011.
Leadership at Pinnacle Associates
- Scott BrownPresident
- Donald DowdVice President
- James FerrareExecutive Vice President
- Eric FreedgoodVice President
- King HarrisSenior Vice President
- Joel HeymanSenior Vice President/Director of Operations
- Peter MarronExecutive Vice President
- John PassiosExecutive Vice President
- Kimon PassiosExecutive Vice President
- Joseph SheaChief Compliance Officer
- John BocockSenior Portfolio Manager
- Michael DelfinoDirector of Taft Hartley Services
- Timothy PiacentiniSenior Portfolio Manager
- Harold SteinSenior Portfolio Manager
- Susan RootSenior Account Administrator