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Amir A
Series 66, Series 65
San Ramon, CA
Hightower Advisors
Amir Atabaki is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Frontier Investment Management Co, CMY Fiduciary Services, and Upside Options. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement plan consulting.
Steven D
Series 63, Series 65
San Ramon, CA
Hightower Advisors
Steven Durk is a financial advisor at Hightower Advisors with 19 years of industry experience. He has held roles at Frontier Investment Management Co. and has been involved with Durk Family Outdoor Ventures, LLC, a family-owned business related to hunting and outdoor activities. 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 proprietary research, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.
Roger L
Series 63, Series 65
San Ramon, CA
Hightower Advisors
Roger Lam is a financial advisor with Hightower Advisors in San Ramon, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior experience includes roles at Wells Fargo Bank, UBS Financial Services, and founding Lam Trading. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various types of organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.
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