Portsmouth, NH Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

15

Of 1,039 advisors across 223 offices

Location

18 Congress Street, Suite 209

Portsmouth NH 03801

Advisors at this office

15

Advisors at this office

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Hope M

CFP®, Series 66

Portsmouth, NH

Hightower Advisors

Hope Martin is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. She has worked at Vigilant Capital Management for nine years before joining Hightower Advisors in 2023. Martin serves on the board of The Music Hall, a nonprofit theater in Portsmouth, NH, where she contributes to the Finance Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and fiduciary entities. The firm’s approach emphasizes multi-manager solutions, combining 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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James H

CFA®

Portsmouth, NH

Hightower Advisors

James Holler is a CFA® charterholder with four years of industry experience. He currently works at Hightower Advisors, where he has been since 2023. His prior experience includes roles at VIGILANT Capital Management and NEPC, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of trusts and pooled investment vehicles. The firm uses a multi-manager approach with both affiliated and third-party managers, offering 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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Colin K

Series 65

Portsmouth, NH

Hightower Advisors

Colin Kelley is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at VIGILANT Capital Management and Prime Buchholz LLC. In addition to his advisory roles, he has been affiliated with the University of New Hampshire since 2019. 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 alongside 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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Izabela H

CFP®, Series 63, Series 65

Portsmouth, NH

Hightower Advisors

Izabela Hallett is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Her prior roles include positions at Vigilant Capital Management, LLC and William Blair & Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers and employing proprietary research in portfolio construction.

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

CFP®, Series 63, Series 66

Portsmouth, NH

Hightower Advisors

James O Connor is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Hightower in 2023, he worked at Vigilant Capital Management, LLC and Columbia Management Investment Distributors Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing 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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Samuel W

CFA®, Series 66

Portsmouth, NH

Hightower Advisors

Samuel Witherspoon is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. Prior to joining Hightower, he worked at Vigilant Capital Management LLC for eight years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers in discretionary and non-discretionary portfolio management.

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

Series 65

Portsmouth, NH

Hightower Advisors

Jean Trim is a financial advisor with Hightower Advisors, holding a Series 65 credential and 15 years of industry experience. She previously worked at VIGILANT Capital Management, LLC for 12 years before joining Hightower Advisors in 2023. Ms. Trim serves as a Director on the Board of Newburyport Five Cents Savings Bank. 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, with a focus on comprehensive portfolio construction and operational support.

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

Series 65

Portsmouth, NH

Hightower Advisors

Emma Ranocha is a Series 65-licensed financial advisor with Hightower Advisors in Portsmouth, NH, and has one year of industry experience. Her prior roles include positions at Vigilant Wealth Management and BNY Mellon, as well as experience at YMCA Camp Huckins and Fruit Center Marketplace. 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, proprietary research, and a variety of 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
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Michael B

CFA®, Series 63

Portsmouth, NH

Hightower Advisors

Michael Bernier is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Hightower Advisors and has previously worked at Advantage Capital, Prime Buchholz LLC, and FIDELITY Brokerage Services LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various 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
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William C

CFP®, Series 66

Portsmouth, NH

Hightower Advisors

William Clifford is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent 11 years at Vigilant Capital Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, and offers portfolio solutions such as 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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Patrick F

Series 65

Portsmouth, NH

Hightower Advisors

Patrick Fleming is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower in 2023, he held roles in academia at the University of New Hampshire and Providence College, as well as teaching at Dover High School. Hightower Advisors serves a diverse client base including individuals, institutions, and retirement plans, offering investment advisory and planning services that incorporate multi-manager solutions and the use of affiliated and third-party managers. The firm emphasizes discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, with a notable presence in institutional and international markets.

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

CFA®, ChFC®, Series 63

Portsmouth, NH

Hightower Advisors

Scott Sorensen is a CFA®, ChFC® credentialed advisor with 23 years of industry experience. He currently works at Hightower Advisors and previously spent 21 years at Vigilant Capital Management. Outside of his advisory role, he holds membership units in Market View, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a diverse set 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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Daniel M

Series 66

Portsmouth, NH

Hightower Advisors

Daniel Mulkern is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and previously spent 21 years at VIGILANT Capital Management, LLC. Outside of his advisory work, he is a co-member of Market View, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on customized portfolio construction and operational support.

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

CFA®, Series 65

Portsmouth, NH

Hightower Advisors

Hannah Santy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. She is currently with Hightower Advisors, where she has worked since 2023. Prior to joining Hightower, she worked at Vigilant Capital Management, LLC, Penobscot Financial Advisors, and Foster Victor Wealth Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers along with 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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Michael G

CFA®

Portsmouth, NH

Hightower Advisors

Michael Gallagher is a CFA® charterholder with two years of experience at Hightower Advisors and twelve years prior at Wellington Management Company, LLP. He is based in Portsmouth, NH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager 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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