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Kenneth H

Series 63, Series 65

New York City, NY

Hightower Advisors

Kenneth Hoffman is a financial advisor at Hightower Advisors with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2012. Outside of his advisory role, he serves as Treasurer for Congregation Rinat Yisrael in Teaneck, NJ. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Tessa D

Series 63, Series 66

New York, NY

Hightower Advisors

Tessa Damiano is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Dash Financial Technologies, The Vanguard Group, and Gettysburg College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ashley L

Series 66

New York City, NY

Hightower Advisors

Ashley Lawwill is a financial advisor at Hightower Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Osaic Wealth, Inc. Outside of financial advising, she teaches an online acting class for children through her other business activity, Sitter Stream. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm’s approach incorporates multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Patrick F

Series 66

New York City, NY

Hightower Advisors

Patrick Fruzzetti is a financial advisor with Hightower Advisors in New York City, holding a Series 66 designation and possessing 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2011. 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 financial institutions. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Gabriella T

Series 66

New York, NY

Hightower Advisors

Gabriella Tango is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with eight years of industry experience. She previously worked at Merrill for six years before joining Hightower in 2020. Outside of her advisory role, Gabriella works as a server at Rods Steakhouse. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to a wide array of investment vehicles and customized portfolio construction.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Arielle K

CFP®, Series 66

New York, NY

Hightower Advisors

Arielle Koganski is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors in New York. She has been with Hightower since 2018 and previously worked at Hyperion Wealth and Strategies For Wealth. 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, utilizing both affiliated and third-party managers across a range of investment products.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Camille F

Series 63, Series 66

New York, NY

Hightower Advisors

Camille Forde is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and RBC Capital Markets. Outside of her advisory role, Camille is involved in creating and selling custom art through her business, Camilla J Art. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on multi-manager solutions and discretionary and non-discretionary portfolio management. The firm utilizes both affiliated and third-party managers and offers access to a range of investment vehicles, including alternative investments and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Sonam L

Series 66

New York, NY

Hightower Advisors

Sonam Lama is a Series 66-licensed financial advisor at Hightower Advisors with four years of industry experience. Prior to joining Hightower in 2021, Sonam held positions at H&R Block and the New York Botanical Garden. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and offering a range of portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ashley R

Series 66

New York, NY

Hightower Advisors

Ashley Rush is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds a Series 66 designation and has previous experience at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles across discretionary and non-discretionary portfolio management strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Molly M

Series 66

New York City, NY

Hightower Advisors

Molly Manning is a financial advisor at Hightower Advisors in New York City with 12 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, including alternative investments and tax-managed strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Sean R

CFA®, Series 63, Series 66

New York, NY

Hightower Advisors

Sean Rooney is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Hightower Advisors, where he has worked since 2019. His prior experience includes roles at Alvarez and Marsal and Lucid Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jeffrey V

Series 63, Series 65

New York, NY

Hightower Advisors

Jeffrey Vogel is a financial advisor at Hightower Advisors with 28 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, HighTower Securities, LLC, since 2014. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Karen F

Series 66

New York, NY

Hightower Advisors

Karen Fortunato is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Edward Jones. Prior to her financial career, she was employed in the food service industry. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research, discretionary and non-discretionary portfolio management, and access to alternative investments and private funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Robert K

Series 63, Series 65

New York, NY

Hightower Advisors

Robert Krumme is a financial advisor at Hightower Advisors in New York, NY, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Muriel Siebert & Co, Similarweb, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with access to mutual funds, ETFs, alternative investments, and custom indexing strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Katherine O

Series 66

New York, NY

Hightower Advisors

Katherine O'Connor is a Series 66 licensed financial advisor at Hightower Advisors with 1 year of industry experience. She previously worked at Bank of America Private Bank and several other financial firms. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to pooled investment vehicles and private funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Rodney V

CFA®

New York, NY

Hightower Advisors

Rodney Van Vlerken is a CFA® and financial advisor at Hightower Advisors with 11 years at the firm and 2 years of industry experience. He is based in New York, NY. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Laurie K

CFP®, Series 63, Series 65

New York City, NY

Hightower Advisors

Laurie Kamhi is a CFP® professional with 45 years of industry experience, currently serving with Hightower Advisors since 2013. She holds Series 63 and Series 65 licenses and is based in New York City. Outside of her advisory work, Kamhi is active as a board trustee and First Vice President of The Sephardic Home and Rehabilitation Center, and serves as a trustee on the local board of AJCNY.org, a charitable organization. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection through affiliated and third-party managers, offering comprehensive portfolio management, financial planning, and retirement consulting supported by proprietary research and multi-manager solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Robert W

CFP®, ChFC®, Series 66

New York City, NY

Hightower Advisors

Robert White is a CFP® and ChFC® affiliated with Hightower Advisors, bringing 23 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors serves a diverse client base, including individuals, institutions, and pooled investment vehicles, providing investment advisory, financial planning, and retirement consulting services. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research for portfolio construction.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Nicholas R

Series 66

New York City, NY

Hightower Advisors

Nicholas Rogers is a financial advisor at Hightower Advisors in New York City with 15 years of industry experience. He holds the Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Justin W

CFP®, CFA®, Series 63, Series 66

New York City, NY

Hightower Advisors

Justin Winters is a CFP® and CFA® with 20 years of industry experience, currently serving as an advisor at Hightower Advisors since 2013. Based in New York City, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the sole manager of JSGC Ventures LLC, a non-investment-related business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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