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Douglas H

Series 66

New York, NY

Hightower Advisors

Douglas Harkins is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for eight years before joining Hightower Advisors in 2022. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach with both affiliated and third-party managers and offers a variety 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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Jonathon G

Series 65, Series 63

New York, NY

Hightower Advisors

Jonathon Gruber is a financial advisor with Hightower Advisors in New York, NY, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Hightower, he worked at Kovitz Investment Group Partners and iCapital. Outside of finance, he has residual income from acting projects under his stage name BJ Gruber. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers, along with 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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Simon G

Series 66

New York, NY

Hightower Advisors

Simon Greenhalgh is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager strategies, incorporating both affiliated and third-party managers, and employs proprietary research and portfolio construction techniques across 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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Candice K

Series 66

New York, NY

Hightower Advisors

Candice Kakar is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds a Series 66 designation and has been with Hightower Advisors since 2012. Outside of her advisory role, she manages an entity called Explorando Caminos Soleados Limitada based in Costa Rica. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

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, NY

Hightower Advisors

Richard Steinberg is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2012. Outside of his advisory role, he manages the investments of an insurance dedicated fund called Aloha IDF. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and insurance companies. The firm emphasizes manager selection and multi-manager solutions, utilizing 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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Peter M

Series 66

New York, NY

Hightower Advisors

Peter Mccleary is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Cantor Fitzgerald & Co. and a period in full-time education before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a broad 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 both affiliated and third-party managers alongside 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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Eric W

Series 66

New York, NY

Hightower Advisors

Eric Wilson is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC for 14 years before joining HighTower Securities LLC in 2019. Wilson is based in New York, NY. Hightower Advisors provides investment advisory and planning services to a diversified client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across 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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Peter B

Series 66

New York, NY

Hightower Advisors

Peter Byrne is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Hightower Advisors and Hightower Securities since 2015. 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 services including 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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Alexander B

Series 66

New York, NY

Hightower Advisors

Alexander Bass is a financial advisor at Hightower Advisors in New York, NY, with 21 years of industry experience. He holds the Series 66 designation and has been with Hightower Securities and Hightower Advisors since 2012. 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, with offerings that include discretionary 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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Matthew V

Series 66

New York, NY

Hightower Advisors

Matthew Van De Merlen is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with 11 years of industry experience. He has been with HighTower Advisors LLC and HighTower Securities LLC since 2015. 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 alongside proprietary research, and offers a variety 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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