Purchase, NY Westchester Ave Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

26

Of 1,040 advisors across 223 offices

Location

2500 Westchester Ave, Suite 210

Purchase NY 10577

Advisors at this office

26

Advisors at this office

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James G

CFP®, Series 63, Series 65

Purchase, NY

Hightower Advisors

James Giangrande is a CFP® professional with 24 years of industry experience, currently advising at Hightower Advisors since 2023. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He conducts quarterly goal planning workshops and receives referral fees related to human resource software introductions to 401(k) clients. 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, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party investment managers.

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

CFA®, Series 66, Series 63

Purchase, NY

Hightower Advisors

Ryan Darmofal is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at City National Rochdale, Legg Mason Investor Services, and Altium Wealth Management. Darmofal holds Series 66 and Series 63 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of investment options 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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Lauren C

Series 65, Series 63

Purchase, NY

Hightower Advisors

Lauren Coale is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Altium Wealth Management and Guardian Life. 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 access to affiliated and third-party managers as well as various 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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Daniel G

Series 65

Purchase, NY

Hightower Advisors

Daniel Galvin is a financial advisor at Hightower Advisors with a Series 65 designation and three years of industry experience. He previously worked at Shikiar Asset Management, Inc., and Mariner Wealth Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions that utilize affiliated and third-party managers, 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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Paul B

Series 63, Series 65

Purchase, NY

Hightower Advisors

Paul Bucci is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altium Wealth Management and Balanced Growth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across 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 W

Series 66

Purchase, NY

Hightower Advisors

Jeffrey Wu is a financial advisor with Hightower Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Hightower Altium Holding, Altium Wealth Management, and HighTower Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of investment options 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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Gregory S

CFP®, CFA®, Series 63, Series 65

Purchase, NY

Hightower Advisors

Gregory Slater is a CFP® and CFA® with 15 years of experience in the financial industry, currently serving as an advisor at Hightower Advisors. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He is also associated with Hightower Altium Holding, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that utilizes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management along with retirement plan consulting and access to various pooled investment vehicles.

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

Series 63, Series 65

Purchase, NY

Hightower Advisors

David Siegel is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at Guardian Life and Altium Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment strategies.

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

CFP®, Series 65

Purchase, NY

Hightower Advisors

Conor Ryan is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Hightower Advisors and has previously worked at Highmount Capital, LLC for 20 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

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

Series 65

Purchase, NY

Hightower Advisors

Brennian Antell is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds a Series 65 credential and has previously worked at Altium Wealth Management LLC and Hightower Altium Holding, LLC. Outside of advisory work, he is involved in insurance advice and sales through Altium Planning, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s approach features multi-manager solutions and manager selection, offering access to both affiliated and third-party managers with a broad range of investment options.

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

Series 66

Purchase, NY

Hightower Advisors

Dylan Curran is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Altium Wealth Management. His career includes roles at Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

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

Series 66

Purchase, NY

Hightower Advisors

Brandon Paolillo is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and has held positions at Merrill, Bank of America, and First Republic Investment Management prior to joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on 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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James D

CFP®, ChFC®, Series 63, Series 65

Purchase, NY

Hightower Advisors

James Dowling is a CFP® and ChFC® with 23 years of industry experience. He is currently with Hightower Advisors and has prior experience at MassMutual Insurance Co. and Altium Wealth Management. Dowling is also licensed to sell insurance products through MassMutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to discretionary and non-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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Bradley C

CFP®, Series 66

Purchase, NY

Hightower Advisors

Bradley Cammett is a CFP® and Series 66-registered advisor with Hightower Advisors, based in Purchase, NY. He has four years of industry experience, including roles at Fidelity Investments and Safran Aerospace Composites prior to joining Hightower in 2025. 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 proprietary research, offering portfolio management, financial planning, and retirement consulting through its extensive network of advisors.

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

Series 65

Purchase, NY

Hightower Advisors

Michael Buonassisi is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has 12 years of industry experience, including roles at Altium Wealth Management LLC and Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of entities. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside 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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