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James Harrington, AE
j.harrington@pinnacle.com
+1 212 555 0198
New York, Manhattan Office
James has guided ultra-high-net-worth clients across North America and Europe for over 20 years. He is recognized for his rigorous analytical approach and deep cross-border investment expertise.
About
James specializes in cross-border portfolio management and alternative investments for institutional clients and family offices. Prior to joining Pinnacle, he served as a Managing Director at Goldman Sachs, overseeing a $4.2B multi-asset portfolio across emerging and developed markets. He holds a CFA charter and an MBA from the Wharton School of the University of Pennsylvania.
Sofia Reyes, AE
s.reyes@pinnacle.com
+1 310 555 0274
Los Angeles, West Coast Office
Sofia has worked with entrepreneurs and executives across the tech and entertainment industries for over 15 years, helping clients navigate liquidity events and long-term wealth preservation.
About
Sofia specializes in comprehensive financial planning for high-net-worth individuals navigating major life and wealth transitions, including IPOs, acquisitions, and executive compensation packages. Before joining Pinnacle, she led the Private Client Group at Morgan Stanley's Beverly Hills office, managing over $2.8B in client assets. She holds a CFP designation and a BS in Economics from UCLA.
Marcus Chen, AE
m.chen@pinnacle.com
+1 312 555 0183
Chicago, Midwest Office
Marcus has advised institutional investors and family offices across Asia-Pacific and North America for over 18 years. He is known for his disciplined risk management approach and deep expertise in fixed income and alternatives.
About
Marcus specializes in multi-asset portfolio construction, fixed income strategies, and alternative investment solutions for ultra-high-net-worth families and endowments. Before joining Pinnacle, he was a Senior Portfolio Manager at JPMorgan Private Bank in Hong Kong, where he oversaw a $3.6B discretionary book spanning global credit and private markets. He holds a CFA charter and a dual degree in Finance and Statistics from the University of Chicago.
James Harrington, CFA
j.harrington@pinnacle.com
+1 212 555 0198
New York, Manhattan Office
j.harrington@pinnacle.com
+1 212 555 0198
New York, Manhattan Office
James has guided ultra-high-net-worth clients across North America and Europe for over 20 years. He is recognized for his rigorous analytical approach and deep cross-border investment expertise.
About
James specializes in cross-border portfolio management and alternative investments for institutional clients and family offices. Prior to joining Pinnacle, he served as a Managing Director at Goldman Sachs, overseeing a $4.2B multi-asset portfolio across emerging and developed markets. He holds a CFA charter and an MBA from the Wharton School of the University of Pennsylvania.
James Harrington, CFA
j.harrington@pinnacle.com
+1 212 555 0198
New York, Manhattan Office
James has guided ultra-high-net-worth clients across North America and Europe for over 20 years. He is recognized for his rigorous analytical approach and deep cross-border investment expertise.
About
James specializes in cross-border portfolio management and alternative investments for institutional clients and family offices. Prior to joining Pinnacle, he served as a Managing Director at Goldman Sachs, overseeing a $4.2B multi-asset portfolio across emerging and developed markets. He holds a CFA charter and an MBA from the Wharton School of the University of Pennsylvania.
James Harrington, CFA
j.harrington@pinnacle.com
+1 212 555 0198
New York, Manhattan Office
James has guided ultra-high-net-worth clients across North America and Europe for over 20 years. He is recognized for his rigorous analytical approach and deep cross-border investment expertise.
About
James specializes in cross-border portfolio management and alternative investments for institutional clients and family offices. Prior to joining Pinnacle, he served as a Managing Director at Goldman Sachs, overseeing a $4.2B multi-asset portfolio across emerging and developed markets. He holds a CFA charter and an MBA from the Wharton School of the University of Pennsylvania.