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Benjamin J

CFA®, Series 66

New York City, NY

Hightower Advisors

Benjamin Johnston is a CFA® charterholder with eight years of industry experience. He has worked at Hightower Securities, LLC since 2018 and previously held positions at EY and Somar Capital Partners. Johnston is based in New York City and holds the Series 66 license. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to a variety of investment strategies including mutual funds, ETFs, 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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Michael W

Series 66

New York, NY

Hightower Advisors

Michael Walsh is a financial advisor with Hightower Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, Merrill, and Northwestern Mutual. He also worked in the Radford Athletic Department and at Radford University earlier in his career. 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, offering access to affiliated and third-party managers through 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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Sadie L

Series 66

New York, NY

Hightower Advisors

Sadie Lanzet is a financial advisor with Hightower Advisors in New York, NY, holding a Series 66 designation and 21 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2014. Hightower Advisors serves a diverse range of individual and institutional clients, providing investment advisory and planning services that include discretionary and non-discretionary portfolio management and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment products.

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

CFA®, Series 63

New York City, NY

Hightower Advisors

Eric Laidlow is a CFA® charterholder with seven years of industry experience. He currently serves at Hightower Advisors and previously worked at GAMCO Investors, Inc., G. Research, LLC, and taught at Columbia Business School. 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, using both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

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

Series 66

New York, NY

Hightower Advisors

Claire Madden is a financial advisor at Hightower Advisors with a Series 66 designation. She has worked in the financial services industry since 2023, including prior roles at Edward Jones and Lark. Before transitioning to finance, she held various positions in libraries and academic settings. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a 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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Andrew D

Series 66

New York, NY

Hightower Advisors

Andrew Dorman is a financial advisor at Hightower Advisors based in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at First Eagle Investment Management, J.P. Morgan Securities, and First Republic Investment Management. 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 affiliated and third-party managers along with proprietary research to offer a variety of investment options including mutual funds, ETFs, 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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Salvatore P

Series 65

New York, NY

Hightower Advisors

Salvatore Puglisi is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Bondex Insurance Co., Liccardi Ford, and ePromos Promotional Products. Based in New York, NY, he has been with Hightower Advisors since 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager approach that includes proprietary research, discretionary and non-discretionary portfolio management, and access to a variety of investment vehicles such as mutual funds, ETFs, 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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Justin T

Series 63, Series 65

New York City, NY

Hightower Advisors

Justin Towey is a financial advisor at Hightower Advisors with 27 years of industry experience. He has been with Hightower Advisors since 2010 and holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management alongside 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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Brendan J

Series 63, Series 66

New York City, NY

Hightower Advisors

Brendan Jones is a financial advisor at Hightower Advisors in New York City with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Hightower Advisors since 2009. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers 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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Patrick M

CFA®

New York, NY

Hightower Advisors

Patrick Mc Cormick Jr. is a CFA® charterholder with five years at Hightower Advisors and two years of industry experience prior to that. He previously worked at Alexandria Capital and Third Bridge, and held a position at Wake Forest University before entering the financial industry. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual investors, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm’s approach focuses on 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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Alexander M

Series 65, Series 63

New York, NY

Hightower Advisors

Alexander Maroccia is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Infusive, Berenberg Capital Markets, LLC, and KPMG LLP. Maroccia is based in New York, NY. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management, financial planning, and retirement consulting solutions that utilize both affiliated and third-party managers across various investment vehicles.

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

CFA®, Series 66

New York City, NY

Hightower Advisors

Walter Saad is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Hightower Advisors in New York City. He has worked at Hightower Securities, LLC since 2009. 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. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing proprietary research and a variety of investment vehicles.

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

CFA®

New York City, NY

Hightower Advisors

Daniel Beniak is a CFA® charterholder with seven years of industry experience. He has been with Hightower Securities, LLC since 2015 and is based in New York City. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning mutual funds, ETFs, 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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Austin A

Series 66

New York, NY

Hightower Advisors

Austin Adamson is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at T. Rowe Price for five years and was affiliated with the University of Maryland for four years. He holds a Series 66 license and is based in New York, NY. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering a range of portfolio management, financial planning, and retirement consulting solutions. The firm emphasizes manager selection and multi-manager strategies utilizing both affiliated and third-party managers, supported by proprietary research and a variety of investment vehicles.

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

Series 66

New York, NY

Hightower Advisors

Kevin Collins is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. He has worked at Hightower Advisors since 2024, with prior roles at Frost and H-E-B. 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 utilizes a multi-manager approach, combining affiliated and third-party managers with proprietary research to construct portfolios that may include mutual funds, ETFs, 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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Christopher D

Series 66

New York, NY

Hightower Advisors

Christopher Dicostanzi is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with 13 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement consulting, with a focus on proprietary research and diverse investment options 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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Thomas I

Series 65, Series 66

New York, NY

Hightower Advisors

Thomas Irwin is a financial advisor at Hightower Advisors in New York, NY, holding Series 65 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at UBS Financial Services, KKM Financial, and Revere Securities LLC. 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 through affiliated and third-party managers, offering 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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Andrew M

Series 63, Series 65

New York City, NY

Hightower Advisors

Andrew Morse is a financial advisor with Hightower Advisors in New York City, holding Series 63 and 65 licenses and bringing 55 years of industry experience. He has been with Hightower Advisors since 2010. Outside of his advisory role, Morse serves as a director of Seacor Marine Holdings, where he chairs the compensation committee and participates on governance and nominating committees. 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 through affiliated and third-party managers, utilizing proprietary research and a range of investment options 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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David Z

Series 63, Series 65

New York City, NY

Hightower Advisors

David Zoll is a financial advisor at Hightower Advisors in New York City with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Hightower Securities, LLC since 2019 and previously at Fieldpoint Private Securities, LLC from 2012 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 proprietary research and a broad range of investment vehicles through its 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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Kevin W

Series 66

New York City, NY

Hightower Advisors

Kevin Witterschein is a financial advisor with Hightower Advisors in New York City and holds the Series 66 designation. He has one year of industry experience, including roles at Netsurit and Ryan & Wetmore, P.C., as well as earlier positions in education. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, delivering multi-manager portfolio solutions that incorporate 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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