Stephanie Schaaf is a CFA® charterholder with 10 years of industry experience. She has worked at Hightower Advisors since 2019 and previously held roles at LourdMurray and City National Rochdale Investment Management. Based in Beverly Hills, CA, she holds the Series 63 designation. Hightower Advisors serves a diverse client base including individuals, institutions, and financial organizations through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes multi-manager solutions and proprietary research, offering access to a broad range of investment vehicles and strategies.

B. Lourd is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including A. G. Edwards & Sons, Oppenheimer, and CIBC World Markets. Since 2006, he has also been associated with Lourd Capital Management. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a multi-manager investment approach and utilizes both affiliated and third-party managers supported by proprietary research.

Helen Chu Suwarnasarn is a Series 66-credentialed financial advisor with 16 years of industry experience. She has worked at Hightower Advisors since 2019, following prior roles at LourdMurray and SEIA. Based in Beverly Hills, CA, she is currently part of an enterprise firm with over 1,000 advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.

Charlotte Berry is a CFP® professional with nine years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, she worked at LourdMurray from 2013 to 2019. She is based in Beverly Hills, CA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and diverse investment strategies.