HighTower CEO, Elliot Weissbluth, discusses with CNBC's Carl Quintanilla and Gary Kaminsky.
Help Desk Manager, Platform and Services Group
Transitions Associate, Platform and Services Group
Executive Director of Consulting, Global Investment Solutions
Client Services Manager, HighTower Las Vegas
Service: 3 years
One Word to Describe HighTower's Culture: Innovative
Responsibility: Solving complex technology issues and redefining HelpDesk support through transparent communication and holistic end-user client service.
Greatest Challenge: The ability to multi-task and agility to shift seamlessly from one issue to another while adapting to the situation as a relationship manager, a strategist, and on some days, a therapist.
Favorite Part of My Job: Regular exposure to new experiences that diversify and strengthen my skills while simultaneously fostering professional development.
Most Rewarding Experience: Overcoming challenges by taking advantage of the opportunity to share ideas and actively participate in their development, implementation and execution.
Service: 2 years
One Word to Describe HighTower’s Culture: Team-oriented
Responsibility: Managing the pre-break, onsite and post-break needs for advisor team transitions and developing a more efficient transitions process via team feedback and project tracking.
Greatest Challenge: Building a streamlined transitions process when every book of business is different and working through unique challenges and difficulties while adhering to a timeline.
Favorite Part of My Job: The freedom to grow professionally and the opportunity to progress my career based on my performance, ambition and aspirations.
The HighTower Experience: “Everyone is so driven—you work with the smartest and most ambitious people you will ever meet.”
Service: 7 years
One Word to Describe HighTower’s Culture: Entrepreneurial
Responsibility: Identifying and evaluating investment solutions through analysis and research to help advisors and their clients make well-informed investment decisions.
Greatest Challenge: Searching for investment solutions, investment ideas and developing implementation strategies per each unique situation and client’s needs.
Favorite Part of My Job: Interacting and working in an organization that truly rewards hard work and having the opportunity to aggregate multiple perspectives, collaborate and execute innovative ideas.
Defining excellence: “Excellence is not an outcome—it is the desire to grow, to continually improve, to achieve what hasn’t been done, to challenge the status quo. Excellence is a state of mind.”
Service: 3 years (also worked for the team prior to their transition to HighTower)
One Word to Describe HighTower’s Culture: Collaborative
Responsibility: Demonstrating excellence in client service by fulfilling requests, striving to anticipate and proactively manage clients’ needs, and strengthening client relationships through holistic support.
Greatest Challenge: Transitioning from a wirehouse to a custodian model and managing clients’ expectations while ensuring their understanding of the necessity of different service processes.
Favorite Part of My Job: The honest, hard-working people—the entire team works together towards the common goal of providing clients with excellent service and trustworthy advice.
Why HighTower: “I have the opportunity to be on the ground-level of a growing team and company. HighTower’s philosophy, potential for growth, resources and client benefits—it makes sense for our team and clients.”
"HighTower has been named to Inc. magazine's list of the fastest-growing companies in the U.S. for four consecutive years."
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