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We are just two weeks away from welcoming our managing partners and advisors to the 17th Annual Advisor Summit in Dallas, Texas! Get ready for a week filled with insightful presentations, networking opportunities, and exciting social events with over 70 advisory practices in attendance. We look forward to seeing you there!
In the final week of our Masterclass Monday series, we hear from Hightower’s Robert Picard about how the private markets space has democratized, allowing individual investors to have the same opportunities as institutional investors. To learn more about Hightower’s approach to alternative investments, please visit our website.
This past week, Hightower hosted its annual Accelerator Growth Retreat at The Montage in Laguna Beach, California. This retreat hosts a managing partner from each of Hightower’s 20 highest-growth teams of 2024. Designed with the idea of leveraging the power of peer-to-peer sharing, this event featured discussions on best practices for growth, leadership and business management and also included a ton of fun local activities!
It’s been an exciting week at Hightower’s corporate office in Chicago! On Wednesday, the Growth team welcomed Colleen Dwyer, CFP®, Senior Advisor and CFP at Private Vista LLC, for a Lunch and Learn session on behavioral finance. Colleen discussed how emotions influence investing, shared strategies for managing clients during volatile markets, and provided insights on her career journey. Meanwhile, staff members had a blast giving our brand new ice cream machine a whirl. With a variety of flavors, including both dairy and non-dairy options, and toppings like whipped cream and syrup, it was a sweet treat for everyone!
We would like to introduce you to Hightower’s Dodgeball team, “Well-th Reballance.” As an initiative by our very own culture committee, our corporate employees get together weekly in Chicago to compete, connect, and stay active!
This month at our corporate office in Chicago, we’ve been busy focusing on professional development and welcoming our new hires! Earlier this month, our Chief Growth Officer, Scott Holsopple, hosted our Executive Leadership Series, sharing valuable insights with participants from the Managing at Hightower and Leading at Hightower programs. Yesterday, we welcomed our newest team members with a fantastic New Hire Celebration, where employees enjoyed a complimentary lunch and had the opportunity to network and connect with each other.
We had an incredible time at our annual Day with the Investment Stars event last week at the legendary Rainbow Room in New York City! Special thanks to our phenomenal lineup of speakers, including Joshua Brown, Thomas (Tom) Lee, Daniel Ives, Alex Kantrowitz, Karen Finerman, and Hightower’s very own Stephanie Link. Thank you to everyone who attended and made this event a success! We look forward to seeing you at our next conference.
We are thrilled to announce that several of our financial advisors have been recognized on Barron’s 2025 Top 1,200 Financial Advisors list! This prestigious honor reflects their dedication and commitment to providing excellent service to our clients. Join us in celebrating their remarkable achievements and contributions to the financial industry. Congratulations to the awardees! Read more and check out the Barron’s 2025 Top 1,200 Financial Advisors list
We’re kicking off our 2025 events with Hightower’s annual Women & Well-th Forum, live from Beverly Hills, CA. This conference focuses on financial advisors who work primarily with female clients or are seeking to bolster the number of successful women in the wealth management industry.
Yesterday, we had the pleasure of welcoming our newest corporate team members to our Chicago office. Please join us in extending a warm welcome to them! Joined by Dan Berg, Chief Financial Officer, our new hires are (from left to right): • Yanyan Zhang – Senior Associate, Data Engineering • Dan Berg – Chief Financial Officer • Dan McGuigan – Associate, Operations • Pouria Hamidi – Director, Web Development • Josh Kestle – Senior Field Supervision Specialist • Kiki Lazz-Onyenobi – Senior Associate, Wealth Solutions (not pictured) We are thrilled to have our new hires join the team and look forward to their contributions. Interested in working at Hightower? Check out our careers page: https://bit.ly/3DgKRqi
