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Kristine P
Series 63, Series 65
Lexington, MA
Hightower Advisors
Kristine Porcaro is a financial advisor with Hightower Advisors in Lexington, MA, holding Series 63 and 65 licenses and bringing 27 years of industry experience. She previously worked at Lexington Wealth Management, Inc. for 14 years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.
Peter S
CFP®, Series 63, Series 65
Lexington, MA
Hightower Advisors
Peter Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he worked at Thompson Wealth Management, Ltd. and Winalytics. 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 advisory approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and customized portfolio construction.
Jonathan M
CFP®, Series 63, Series 65
Lexington, MA
Hightower Advisors
Jonathan Marcus is a CFP® with 18 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent over a decade with Raymond James Financial Services. He also has experience managing rental properties. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary portfolio management, and customized investment solutions.
Bruce T
Series 63
Lexington, MA
Hightower Advisors
Bruce Thompson is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds a Series 63 designation and was previously with Thompson Wealth Management, Ltd. for 23 years before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research.
Michael T
Series 65
Lexington, MA
Hightower Advisors
Michael Tucci is a Series 65 licensed advisor with 28 years of industry experience. He has worked at Hightower Advisors since 2019 and was previously with Lexington Wealth Management, Inc. for 14 years. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles. The firm supports complex pooled and institutional mandates and offers various operational and investment strategies, including international exposure and tax-managed approaches.
Mark C
Series 65
Lexington, MA
Hightower Advisors
Mark Carley is a financial advisor with Hightower Advisors in Lexington, MA, holding a Series 65 designation and 27 years of industry experience. He previously worked at Lexington Wealth Management from 2012 to 2019 before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party investment managers across a range of strategies and asset types.
Kerry L
Series 65
Lexington, MA
Hightower Advisors
Kerry Luria is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with 10 years of industry experience. Prior to joining Hightower in 2019, Luria worked for Lexington Wealth Management, Inc. for five years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to deliver portfolio management, financial planning, and retirement plan consulting services.
Colby T
Series 65
Lexington, MA
Hightower Advisors
Colby Therrien is a financial advisor with Hightower Advisors in Lexington, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he worked in various roles including at Aspire Developmental Services and Edible Arrangements. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes multi-manager solutions, manager selection, and incorporates proprietary research alongside a variety of investment vehicles.
Andrew R
CFP®, Series 63, Series 65
Lexington, MA
Hightower Advisors
Andrew Richardt is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, he spent 16 years at Thompson Wealth Management. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, and includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.
Jason H
CFP®, Series 65
Lexington, MA
Hightower Advisors
Jason Hastings is a CFP® and Series 65 licensed advisor with Hightower Advisors, based in Lexington, MA. He has 12 years of industry experience, including nine years at Lexington Wealth Management and seven years with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.
George B
CFP®, Series 65
Lexington, MA
Hightower Advisors
George Bouton III is a CFP® with nine years of industry experience. He has been with HighTower Advisors since 2019 and previously worked at Lexington Wealth Management, Inc. from 2017 to 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a range of investment vehicles.
Carlos F
Series 65
Lexington, MA
Hightower Advisors
Carlos Ferreira is a financial advisor at Hightower Advisors in Lexington, MA, holding a Series 65 designation with three years of industry experience. He has worked at Hightower Advisors since 2022 and also has a longstanding tenure at State Street Bank and Trust beginning in 2008. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.
Aaron D
CFP®, Series 65
Lexington, MA
Hightower Advisors
Aaron Derderian is a CFP® professional with 10 years of industry experience currently affiliated with HighTower Advisors. He worked previously at Lexington Wealth Management, Inc. for seven years before joining HighTower Advisors in 2019. HighTower Advisors provides investment advisory and planning services to a diverse client base including individual investors, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.
Susan P
CFP®
Lexington, MA
Hightower Advisors
Susan Panduku is a CFP® with eight years of industry experience. She has been with Hightower Advisors since 2019 and previously worked at Lexington Wealth Management, RSM US Wealth Management, and RSM US LLP. Hightower Advisors serves a broad range of individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.
James H
CFP®, Series 65
Lexington, MA
Hightower Advisors
James Hastings is a CFP® with 13 years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Lexington Wealth Management, Inc. for eight years. He also serves as the treasurer for the Framingham State University Foundation, which manages private gifts on behalf of the university. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles such as mutual funds, ETFs, and alternative investments.
Frank C
Series 66
Lexington, MA
Hightower Advisors
Frank Censullo is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2019, following a seven-year tenure at Lexington Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.
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