Portland, ME Office

Team
Updated today
Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,040

Across 224 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

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Based on Hightower Advisors

Occupation focus

Founder/Business Owner Executive

Based on Hightower Advisors

Location

One Monument Square, Suite 601

Portland ME 04101

Advisors at this office

7

Advisors at this office

user avatar

Lawrence B

CFP®, Series 63

Portland, ME

Hightower Advisors

Lawrence Blaisdell is a CFP® and Series 63 credentialed advisor with 16 years of industry experience. He is currently with Hightower Advisors and previously spent 14 years at Vigilant Capital Management. Outside of his advisory role, he manages membership units in Blaisdell Capital, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers services including 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
user avatar

Ann M

Series 65

Portland, ME

Hightower Advisors

Ann Mohammad is a Series 65 licensed financial advisor at Hightower Advisors with 17 years of industry experience. She previously worked for Vigilant Capital Management LLC for 10 years before joining Hightower Advisors in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a multi-manager model that combines affiliated and third-party managers with proprietary research and customized portfolio construction.

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

Christopher P

CFP®, Series 65

Portland, ME

Hightower Advisors

Christopher Penfield is a CFP® with 15 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 11 years at Vigilant Capital Management, LLC. He is based in Portland, ME. 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 utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

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

Jeffrey C

Series 66

Portland, ME

Hightower Advisors

Jeffrey Carlisle is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He previously spent 21 years with VIGILANT Capital Management, LLC before joining Hightower in 2023. Outside of his advisory role, he holds membership units in Market View, LLC, a New Hampshire real estate holding entity. 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, utilizing both affiliated and third-party managers across various 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
user avatar

Christopher L

CFA®

Portland, ME

Hightower Advisors

Christopher Lyford is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2023, following a 13-year tenure at VIGILANT Capital Management, LLC. Outside of his advisory role, he serves as a volunteer board member for the Harbor Ridge Resort Homeowners Association in Harbor, ME. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager investment approach and offers portfolio management, financial planning, and retirement consulting through a network of advisor practices.

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

Alexander P

CFP®, Series 65

Portland, ME

Hightower Advisors

Alexander Pantalone is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at VIGILANT Capital Management and Portland Integritas Advisors. He is a board member of the Maine Estate Planning Council, where he organizes educational and social events. 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 along with proprietary research and a range of investment products.

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

Amelia M

Series 66

Portland, ME

Hightower Advisors

Amelia Mc Carthy is a financial advisor with Hightower Advisors in Portland, ME, holding a Series 66 designation and five years of industry experience. Prior to joining Hightower in 2023, she worked at VIGILANT Capital Management and Putnam Investments, among other firms. 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, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to a variety 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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