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Kurt G

Series 63

New York City, NY

Hightower Advisors

Kurt Grunsfeld is a financial advisor at Hightower Advisors with 24 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2015. Grunsfeld holds the Series 63 designation and is based in New York City. 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’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a broad range of investment vehicles.

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

Series 66

New York, NY

Hightower Advisors

Owen Giannangeli is a financial advisor at Hightower Advisors with three years of industry experience. He previously worked at Madison Trust Company for two years and has been with Hightower Advisors since 2021. Owen holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to pooled investment vehicles, supported by proprietary research and a range of investment strategies.

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

Series 66

New York, NY

Hightower Advisors

Andy Lin is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Hightower Advisors in 2020, he worked at the Professional Fighters League from 2019 to 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing 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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Matthew M

Series 66

New York, NY

Hightower Advisors

Matthew Misson is a financial advisor with Hightower Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Hightower in 2025, he worked at Stifel Nicolaus for three years and has experience at United Teletech Financial Credit Union and Oak Hill Academy. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with proprietary research and a range of investment vehicles.

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

Series 66

New York City, NY

Hightower Advisors

Michael Tobin is a Series 66-licensed financial advisor with Hightower Advisors in New York City, where he has worked since 2015. He has 20 years of industry experience. Outside of his advisory role, he is a partner in NO MESS LLC, a kitchen supplies venture that developed a new product opener. Hightower Advisors serves a diverse client base including individual and institutional investors, offering services such as portfolio management, financial planning, and retirement consulting. The firm emphasizes multi-manager investment solutions and uses both affiliated and third-party managers, supported by proprietary research 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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Zachary P

Series 66

New York City, NY

Hightower Advisors

Zachary Pallis is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities, LLC since 2016. Based in New York City, he is part of a firm that provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. Hightower Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and diverse investment strategies.

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

Series 63, Series 65

New York City, NY

Hightower Advisors

Steven Feit is a financial advisor at Hightower Advisors in New York City with 44 years of industry experience. He has been with Hightower Advisors since 2012 and holds Series 63 and Series 65 licenses. 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, and corporations. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, incorporating various investment vehicles and proprietary research in its portfolio construction.

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

Series 66

New York, NY

Hightower Advisors

Ruth Berger is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with 26 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2014. 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 emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a broad investment approach that includes 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 M

CFA®, Series 63

New York, NY

Hightower Advisors

Salvatore Martone is a CFA® charterholder with 16 years of industry experience. He has been with Hightower Advisors in New York since 2009. 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 across various investment strategies.

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

Series 66

New York, NY

Hightower Advisors

Joseph Haar is a financial advisor at Hightower Advisors with a Series 66 credential and two years of industry experience. He joined Hightower Advisors in 2024 following a decade as a student. Hightower 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 emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, employing 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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Matthew K

Series 63, Series 65

New York, NY

Hightower Advisors

Matthew Kodish is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at The Vanguard Group and Fidato Partners. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and trusts. The firm focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers and utilizing proprietary research and portfolio construction techniques 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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James T

Series 65, Series 63

New York, NY

Hightower Advisors

James Towey is a financial advisor with Hightower Advisors in New York, NY, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has been with Hightower Securities, LLC since 2015. Outside of his advisory work, he is a partner in NO MESS LLC, a kitchen supplies business involved in product development. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing an advisory model that emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers.

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

Series 66

New York City, NY

Hightower Advisors

Daniel Bilewich is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Hightower since 2009. Based in New York City, he provides advisory services through an enterprise firm with over 1,000 advisors. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and varied investment vehicles.

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

CFP®, Series 66

New York City, NY

Hightower Advisors

Pamela Tang is a CFP® and holds a Series 66 license with 21 years of industry experience. She has been with HighTower Advisors LLC since 2010 in New York City. 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 includes manager selection and multi-manager solutions using both affiliated and third-party managers, with an emphasis on proprietary research 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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Jerome K

Series 63, Series 66

New York City, NY

Hightower Advisors

Jerome Klein is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Hightower Securities, LLC since 2009. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, 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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Joseph C

Series 63, Series 65

New York City, NY

Hightower Advisors

Joseph Cantore III is a financial advisor with Hightower Advisors in New York City, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2015. Outside of finance, he is a partner in NO MESS LLC, a kitchen supplies business that developed a product called The Opener. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions utilizing both affiliated and third-party managers, with services such as portfolio management, 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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Richard S

Series 63, Series 65

New York City, NY

Hightower Advisors

Richard Saperstein is a financial advisor at Hightower Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Advisors and Hightower Securities since 2009. Outside of his advisory role, he serves as a director and finance committee member for Israel Venture Networks and participates as a board observer for Vines of Argentina, Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

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