News & Insights
CHICAGO, Sept. 18, 2017 /PRNewswire/ — Six HighTower advisors rank among Barron’s “Top 100 Independent Advisors for 2017.” HighTower took one more spot this year than on the 2016 list.
“We are incredibly proud of the distinguished professionals who belong to our community and the exceptional standards they set for serving our clients,” said HighTower CEO Elliot Weissbluth.“Congratulations to each honoree representing HighTower on this year’s list of the Top 100 Independent Advisors.”
- Richard Saperstein of Treasury Partners at HighTower in New York, N.Y. (number 5)
Mr. Saperstein heads a team of 20 professionals who oversee more than $9 billion in client assets and deliver a broad array of cash and wealth management services to corporate and private clients. Mr. Saperstein has more than 30 years of financial services experience and has been ranked on the Barron’s “Top 100 Financial Advisors” list every year since 2004.
- Jordan Waxman of HSW Advisors at HighTower in New York, N.Y. (number 51)
Mr. Waxman specializes in tax, wealth transfer, philanthropic and estate planning, as well as in asset risk management. HSW Advisors manages approximately $2 billion in client assets. Mr. Waxman advises on the structure and execution of onshore and offshore trust solutions, and counsels in philanthropic planning issues and techniques. He was also featured on Barron’s 2016 “Top 100 Independent Advisors” list.
- Jeffrey Grinspoon of VWG Wealth Management at HighTower in Vienna, Va. (number 54)
Mr. Grinspoon of VWG Wealth Management, which manages more than $1 billion in client assets, has more than 18 years of financial services experience. Mr. Grinspoon works with business owners and executives to manage liquidity events and formulate business succession plans and wealth transfer strategies. This is his third consecutive year on the Barron’s “Top 100 Independent Financial Advisors” list.
- Pamela Rosenau of The Rosenau Group at HighTower in New York, N.Y. (number 67)
Ms. Rosenau has over 30 years of financial services experience. As a result of her robust knowledge of the equity markets, she was named the Equity Market Strategist for HighTower. The Rosenau Group manages more than $1 billion in client assets. Ms. Rosenau has received 16 Barron’s awards, including six consecutive appearances on the “Top 100 Women Advisors” list.
- Matthew Dillig of The Dillig Bowen Group at HighTower in Chicago, Ill. (number 79)
Mr. Dillig directs the investment strategy for all of The Dillig Bowen Group’s 35 family clients. His main focus is to help craft an appropriate investment policy and a long-term strategic asset allocation plan, while considering shorter-term tactical opportunities and risks. The Dillig Bowen Group manages over $1 billion in client assets. He has appeared on the Barron’s “Best Illinois Financial Advisors” list every year since 2014.
- Ronald Weiner of RDM Financial Group in Westport, Conn. (number 87)
Mr. Weiner has over 35 years of industry experience and has a deep background in wealth and investment management. He specializes in the development and implementation of custom financial strategies for individuals, families and businesses by helping establish their long-term objectives and working with their attorneys, CPAs and other professionals to align with the client’s needs and goals. RDM Financial Group manages approximately $750 million in client assets. This is Mr. Weiner’s 14th Barron’s award.
The Barron’s “Top 100 Independent Financial Advisors” is determined by the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
To view the full list, visit: http://www.barrons.com/report/top-financial-advisors/independent/2017.
HighTower is reshaping the financial services industry from the inside out. As one of the nation’s largest Registered Investment Advisors (RIAs) dedicated to providing advice, not selling a product, we are a relentless champion of the fiduciary standard. We believe that the wealth management industry can and should do a better job of serving the needs of individual investors and their financial advisors. We built HighTower upon a commitment to put our clients’ best interests first. For the 6th consecutive year, HighTower ranks on the Inc. 5000 list of the fastest-growing companies in America (2012 – 2017). For more information, see www.hightoweradvisors.com and www.byadvisorsforadvisors.com.
HighTower Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
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