May 22, 2013 4:21 AM ET

Capital Markets

Company Overview of HighTower Advisors, LLC

Company Overview

HighTower Advisors, LLC is a privately owned investment manager. The firm provides its services to individuals, high net worth individuals, endowments and foundations, institutions, ERISA and other retirement accounts, pension and taft-hartley plans, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and institutional organizations such as colleges, universities. It manages separate client focused portfolios. The firm invests in public equity, fixed income, and alternative investment markets of the United States. Its investments are diversified across bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate ...

Detailed Description

200 West Madison Street

Suite 2500

Chicago, IL 60606

United States

Founded in 2008

Phone:

312-962-3800

Fax:

312-276-4252

www.hightoweradvisors.com

Key Executives for HighTower Advisors, LLC

President and Director
Founder
Chief Financial Officer
Age: 55
Chief Operating Officer
Compensation as of Fiscal Year 2012.

HighTower Advisors, LLC Key Developments

HighTower Appoints Mark Kravietz as Partner and Managing Director

HighTower announced that MK Wealth Management is joining the HighTower partnership. MK Wealth Management's principal, Mark Kravietz, who has more than 25 years of experience in the financial services sector, is joining HighTower as Partner and Managing Director. This is the 10(th) new advisor team to join Hightower in the past year and the 37(th) team to enter into the HighTower partnership since inception. Prior to joining HighTower, Mr. Kravietz, who received his B.S. degree in Business from the State University of New York at Albany, was with UBS Financial Services, where he was a member of the exclusive Global Circle of Excellence. He is a founding member of the Long Island Association for Financial Education, a member of the Investment Management Consultants Association (IMCA), a founding member of the National Association of Financial Advisors and a founding Registered Player Financial Advisor to the National Football League Players Association.

HighTower Inc. Announces Executive Changes

Gregory C. Sarian and Francis X. Masse II, who have more than 35 years of combined experience in the financial services sector, are joining HighTower Inc. as Partners and Managing Directors.

HighTower Advisors, LLC Announces Executive Appointments

HighTower Advisors, LLC expanded its advisor teams in Baltimore and Bethesda, MD, with the addition of two highly regarded and experienced advisors to its Kelly Wealth Management and HighTower Bethesda practices. Matt Moore joined the company's Kelly Wealth Management as a Managing Director and Partner on January 11, 2013. He manages $200 million in assets and has accumulated more than two decades of experience in the financial services industry. Mr. Moore, works with affluent families, individual clients, closely held businesses and non-profit organizations. He served as a Senior Financial Advisor and First Vice President of Investments at Merrill Lynch, prior to joining the company. Stephen Rosen, joined HighTower Bethesda on January 11, 2013 as a Managing Director and Partner. He oversees $140 million in assets, and specializes in financial planning and portfolio management for high-net-worth individuals. Mr. Rosen previously worked for UBS.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
March 25, 2013
MK Wealth Management
 

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