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Active Date Adviser(s) Team name Linkedin profile Adviser(s) phone Adviser(s) e-mail AUM ($M) Gross annual production/Trailing-twelve months ($M) Firm leaving Firm joining City State Custodian (if applicable) Company/team website (include http://) Branch Manager Transition date Source name Source URL Summary Contact name Contact phone number Contact e-mail Adviser/team headshot (hi-res .jpg) Submission type GUID
108-01-2011Paul A. Pagnato, David W. KarpN/AN/AN/AN/A$1,300N/ABank of America Merrill LynchHightower AdvisorsWashingtonDCN/AN/AN/A2011-08-01N/AN/AN/AN/AN/AN/AN/AInvestmentNews20110801-Paul-A-Pagnato-David-W-KarpN/A
107-13-2011John Verfurth, Richard Weeks, Jeff GrinspoonN/AN/AN/AN/A$700N/AMorgan Stanley Smith BarneyHightower AdvisorsViennaVAN/AN/AN/A2011-07-13N/Ahttp://www.prnewswire.com/news-releases/hightower-expands-with-new-team-in-northern-virginia-125349913.htmlN/AN/AN/AN/AN/AInvestmentNews20110713-John-Verfurth-Richard-Weeks-Jeff-GrinspoonN/A
105-31-2011William F. Blanke, Robert L. Schein, J. Michael ShieldsN/AN/AN/AN/A$300N/AMorgan Stanley Smith BarneyHightower AdvisorsPalm DesertCAN/AN/AN/A2011-05-31N/Ahttp://www.investmentnews.com/article/20110602/FREE/110609988N/AN/AN/AN/AN/AInvestmentNews20110531-William-F-Blanke-Robert-L-Schein-J-Michael-ShieldsN/A
105-09-2011Brian P. Amidei, Joseph G. Romano III, Brett C. D'OrlandoN/AN/AN/AN/A$375N/ABank of America Merrill LynchHightower AdvisorsPalm DesertCAN/AN/AN/A2011-05-09N/Ahttp://www.prnewswire.com/news-releases/hightower-expands-with-new-advisor-team-in-southern-california-121180754.htmlN/AN/AN/AN/AN/AInvestmentNews20110509-Brian-P-Amidei-Joseph-G-Romano-III-Brett-C-D'OrlandoN/A
103-01-2011Mark Masterson, David EmmaN/AN/AN/AN/A$350N/ABank of America Merrill LynchHightower AdvisorsNaplesFLN/AN/AN/A2011-07-14N/AN/AN/AN/AN/AN/AN/AInvestmentNews20110301-Mark-Masterson-David-EmmaN/A
102-23-2011Edward Simmons, Gibson Wilkes, Blake Wilkes, Michael SimmonsN/AN/AN/AN/A$500N/ABank of America Merrill LynchHightower AdvisorsPortlandMEN/AN/AN/A2011-02-23N/Ahttp://www.takeoverchatter.com/2011/02/hightower-advisors-adds-merrill-team-in.htmlN/AN/AN/AN/AN/AInvestmentNews20110223-Edward-Simmons-Gibson-Wilkes-Blake-Wilkes-Michael-SimmonsN/A
111-30-2010Tony Morgia, Michael Morgia, PhilipP.J. Banazek, Mark BanazekN/AN/AN/A$500N/AMorgan Stanley Smith BarneyHightower AdvisorsNew YorkNYN/AN/AN/A2010-11-30N/Ahttp://www.prnewswire.com/news-releases/hightower-announces-new-advisor-team-in-new-york-110963224.htmlN/AN/AN/AN/AN/AInvestmentNews20101130-Tony-Morgia-Michael-Morgia-PhilipN/A
110-12-2010Mike Deggelman, Chris ParkerN/AN/AN/AN/A$250N/AUBS Financial ServicesHightower AdvisorsMenlo ParkCAN/AN/AN/A2010-10-12N/Ahttp://www.fundfire.com/c/113875/4627/credit_suisse_snags_advisorN/AN/AN/AN/AN/AInvestmentNews20101012-Mike-Deggelman-Chris-ParkerN/A
109-24-2010Tom McGuirkN/AN/AN/AN/A$200N/ACitigroupHightower AdvisorsMenlo ParkCAN/AN/AN/A2010-09-24N/AN/AN/AN/AN/AN/AN/AInvestmentNews20100924-Tom-McGuirkN/A
107-01-2010Andrew Morse, Justin Towey, Bob WhiteN/AN/AN/AN/A$550N/AUBS Financial ServicesHightower AdvisorsNew YorkNYN/AN/AN/A2010-07-01N/AN/AN/AN/AN/AN/AN/AInvestmentNews20100701-Andrew-Morse-Justin-Towey-Bob-WhiteN/A
105-01-2010Pamela Rosenau, Dennis PaulN/AN/AN/AN/A$700N/AUBS Financial ServicesHightower AdvisorsNew YorkNYN/AN/AN/A2010-05-01N/AN/AN/AN/AN/AN/AN/AInvestmentNews20100501-Pamela-Rosenau-Dennis-PaulN/A
104-08-2010Strata Wealth Management GroupN/AN/AN/AN/A$500N/AMorgan Stanley Smith BarneyHightower AdvisorsN/AN/AN/AN/AN/A2010-02-21INhttp://www.investmentnews.com/article/20100221/REG/302219972N/AN/AN/AN/AN/AInvestmentNews20100408-Strata-Wealth-Management-GroupN/A
103-19-2010Barnaby LevinN/AN/AN/AN/A$300N/AMorgan Stanley Smith BarneyHightower AdvisorsN/AN/AN/AN/AN/A2010-03-19INhttp://www.investmentnews.com/article/20100319/FREE/100329999N/AN/AN/AN/AN/AInvestmentNews20100319-Barnaby-LevinN/A
111-10-2009Christopher Davis, Matthias KuhlmeyN/AN/AN/AN/A$250N/AUBS Financial ServicesHightower AdvisorsN/AN/AN/AN/AN/A2009-11-10INhttp://www.investmentnews.com/article/20091110/FREE/911109976N/AN/AN/AN/AN/AInvestmentNews20091110-Christopher-Davis-Matthias-KuhlmeyN/A
105-17-2009Richard SapersteinN/AN/AN/AN/A$10,000N/ABear StearnsHightower AdvisorsN/AN/AN/AN/AN/A2009-05-17InvestmentNewshttp://www.investmentnews.com/article/20090517/REG/305179988N/AN/AN/AN/AN/AInvestmentNews20090517-Richard-SapersteinN/A
110-19-2012Robert G. BernardinN/AN/AN/AN/A$300N/AMorgan Stanley Smith BarneyHilliard LyonsEvansvilleINN/AN/AN/A2012-10-19N/AN/AN/AChambers MooreN/Acmoore@hilliard.comN/AUser-submitted20121019-Robert-BernardinN/A
105-31-2012John T. Gilbert IIIN/AN/AN/AN/A$140N/AScott & StringfellowHilliard LyonsGreenvilleSCN/AN/AN/A2012-05-31Chambers Moorehttp://www.hilliard.comN/AChambers MooreN/Acmoore@hilliard.comN/AUser-submitted20120531-John-T-Gilbert-IIIN/A
106-04-2010Middlebrook, Dryden, Carter & AssociatesN/AN/AN/AN/A$150N/AAmeriprise FinancialInsight Wealth PartnersN/AN/AN/AN/AN/A2010-06-04David S. Dryden, CFP, ChFChttp://www.insightwp.com/your-iwp-team.aspxN/ADavid S. Dryden, CFP, ChFCN/Adavid.dryden@insightwp.comN/AUser-submitted20100604-Middlebrook-Dryden-Carter-AssociatesN/A
102-07-2013John Gray, Jerri Gray, Jim DriskellN/AN/AN/AN/A$90N/ANext FinancialInvestacorpBirminghamALN/AN/AN/A2013-02-04N/AN/AN/ABrian Kovener786-350-1884bkovener@investacorp.comN/AInvestmentNews2013-02-07-John-Gray-Jerri-Gray-Jim-DriskellN/A
109-17-2012Francis VitellaroN/AN/AN/AN/A$65$0Wells Fargo AdvisorsInvestacorpPrincetonNJN/AN/AN/A2012-09-14N/AN/AN/ABrian Kovener786-350-1884bkovener@investacorp.comN/AUser-submitted20120917-Francis-VitellaroN/A
108-02-2012Matthew DernisN/AN/AN/AN/A$50$0Royal AllianceInvestacorpFt. LauderdaleFLN/AN/AN/A2012-07-31N/AN/AN/ABrian Kovener786-350-1884bkovener@investacorp.comN/AUser-submitted20120802-Matthew-DernisN/A
106-05-2012Stephen KilpatrickN/AN/AN/AN/A$40N/AbrokersXpressInvestacorpAtlantaGAN/AN/AN/A2012-06-05Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20120605-Stephen-KilpatrickN/A
104-16-2012Warren RockmacherN/AN/AN/AN/A$68N/AChase Investment ServicesInvestacorpN/AN/AN/AN/AN/A2012-04-16Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20120416-Warren-RockmacherN/A
104-16-2012Warren RockmacherN/AN/AN/AN/A$68N/AChase Investment ServicesInvestacorpN/AN/AN/AN/AN/A2012-04-16Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20120416-Warren-RockmacherN/A
104-03-2012James PaquetteN/AN/AN/AN/A$52N/ABerthel FisherInvestacorpN/AN/AN/AN/AN/A2012-04-04Brian Kovenerhttp://www.investacorp.comN/ABrian KovenerN/Abkovener@investacorp.comN/AUser-submitted20120403-James-PaquetteN/A
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