New York City, NY Office

Team
Updated today
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Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,041

Across 225 offices

Clients per advisor

60 Typical

Avg AUM per client

$2,848,795 Very High

HNW client ratio

46% Very High

About

Hightower provides investment advisory and planning services to a broad mix of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, registered and private pooled investment vehicles, insurance companies and other financial institutions. These services are delivered through its network of Advisor Practices and include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting and access to pooled vehicles and private funds as described in the Form ADV.

The firm’s advisory model emphasizes manager selection and multi-manager solutions: Advisors may use Affiliated Managers (including Hightower’s Investment Solutions and the Hightower One program) and Third Party Managers, and Hightower discloses the use of proprietary research (including NEPC) and portfolio construction that can include mutual funds, ETFs, alternative investments and custom/direct indexing. The ADV also details operational features of the programs (monitoring, rebalancing and home-office trading for Hightower One) and discusses investment considerations for international and non‑U.S. exposure, tax-managed strategies and use of margin when appropriate.

Compared with many peers, the brochure highlights several less-common attributes: Hightower’s affiliated broker‑dealer, Hightower Securities, receives placement, distribution and other transaction-related compensation for certain products (including alternative investments and insurance), and the firm discloses commission-related activities and revenue-sharing arrangements. The ADV further shows experience with large pooled and institutional mandates (including sub-advisory and co-advisory roles for private funds) and describes managing cross-border exposures and related country/currency risks, which aligns with the firm’s disclosure of a notable non‑U.S. client presence and relationships with large institutional investors.

Based on Hightower Advisors

Location

300 Madison Avenue, 29th Floor

New York City NY 10017

Advisors at this office

57

Advisors at this office

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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
View complete list of advisors at this office
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