Rose Marie Luzon

Project Management Analyst

T Main: (203) 857-0811 / Direct: (203) 276-6204

Ms. Luzon supports Pinnacle’s distribution, origination and deal-management teams.

Prior to joining Pinnacle Trust Partners, LLC, Ms. Luzon was the Client Service Specialist at a Private Wealth Advisory Practice of Ameriprise Financial, a wealth management and financial planning company in Westchester County, NY. Earlier in her career, Ms. Luzon completed an internship at Forte Capital Group, an investment bank in New York, NY and she worked in various roles in the Admissions Department at Manhattanville College assisting incoming students with the admissions process in various capacities.

Ms. Luzon received a B.S. in Finance and Business Management from Manhattanville College in Purchase, NY.