Max Schaul

Analyst-Equity at

Pinnacle Associates Ltd.

Finance

Consumer Services

Profile

Mr. Max J.
Schaul, CFA, is an Analyst at Pinnacle Associates Ltd. He joined Pinnacle in 2011.
At Pinnacle, he assists portfolio managers with fundamental equity research in a wide range of sectors.
He works with both our high net-worth managers, as well as some of our institutional product teams to help facilitate all aspects of the investment process.
He graduated from the University of Richmond’s Robins School of Business with a B.S.B.A. in Economics, and holds the Chartered Financial Analyst designation (CFA).

Max Schaul 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.	Analyst-Equity	01/10/2011

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Private companies	2
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
Robins E. Claiborne School of Business Robins E. Claiborne School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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