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
102-19-2013Gregory C. Sarian, Francis X. Masse IIThe Sarian GroupN/AN/AN/A$650N/ABank of America Merrill LynchHightower AdvisorsChicagoILN/AN/AN/A2013-02-15N/AN/AN/AMelinda Brodbeck973-850-7348msnyder@jcprinc.comN/AInvestmentNews2013-02-19-Gregory-Sarian-Francis-MasseN/A
109-04-2012Hugh Anderson, Sheila Delutri Anderson & DelutriN/AN/AN/A$450N/ABank of America Merrill LynchHightower AdvisorsLas VegasNVN/AN/AN/A2012-08-31N/AN/AN/ANicole Abbott973-850-7315 nabbott@jcprinc.comN/AUser-submitted20120904-Anderson-and-DelutriN/A
109-04-2012Mike PeQueen, Ned Evans, Adam ThurgoodMNA GroupN/AN/AN/A$340N/ABank of America Merrill LynchHightower AdvisorsLas VegasNVN/AN/AN/A2012-08-31N/AN/AN/ANicole Abbott973-850-7315 nabbott@jcprinc.comN/AUser-submitted20120904-MNA-GroupN/A
108-20-2012Matt Dillig, Ted BowenThe Dillig Bowen GroupN/AN/AN/A$1,000N/ACredit Suisse Wealth ServicesHightower AdvisorsChicagoILN/AN/AN/A2012-08-17N/AN/AN/ANicole Abbott973-850-7315 nabbott@jcprinc.comN/AUser-submitted20120820-Matt-Dillig-Ted-BowenN/A
107-16-2012Eugene M. Lerner, Walter Gondeck Jr., Mingdong TanThe Lerner GroupN/AN/AN/A$600N/AMorgan Stanley Smith BarneyHightower AdvisorsChicagoILN/AN/AN/A2012-07-16N/AN/AN/ANicole AbbottN/Anabbott@jcprinc.comN/AUser-submitted20120716-Eugene-M-Lerner-Walter-Gondeck-Jr-Mingdong-TanN/A
107-02-2012David Molnar, Drew NordlichtThe Molnar/Nordlicht GroupN/AN/AN/A$330N/AUBS Financial ServicesHightower AdvisorsSan DiegoCAN/AN/AN/A2012-07-02Wall Street Journalhttp://www.marketwatch.com/story/hightower-accelerates-west-coast-expansion-with-new-office-in-san-diego-2012-07-02N/ANicole AbbottN/Anabbott@jcprinc.comN/AUser-submitted20120702-David-Molnar-Drew-NordlichtN/A
103-23-2012Charles S. HoltN/AN/AN/AN/A$200N/ABank of America Merrill LynchHightower AdvisorsWashingtonDCN/AN/AN/A2012-03-23N/AN/AN/AN/AN/AN/AN/AInvestmentNews20120323-Charles-S-HoltN/A
103-04-2012Kenneth Hoffman, Richard Steinberg, Jordan WaxmanN/AN/AN/AN/A$1,400N/ABank of America Merrill LynchHightower AdvisorsBostonMAN/AN/AN/A2012-03-05N/Ahttp://www.marketwatch.com/story/billion-dollar-merrill-lynch-private-banking-team-joins-the-hightower-partnership-2012-03-05N/AN/AN/AN/AN/AInvestmentNews20120304-Kenneth-Hoffman-Richard-Steinberg-Jordan-WaxmanN/A
102-27-2012James HausbergN/AN/AN/AN/A$400N/AThe Presidio GroupHightower AdvisorsLos AngelesCAN/AN/AN/A2012-02-27N/Ahttp://online.wsj.com/article/BT-CO-20101001-706851.htmlN/AN/AN/AN/AN/AInvestmentNews20120227-James-HausbergN/A
102-27-2012Leo J. Kelly III, Brian GrumbachN/AN/AN/AN/A$700N/ABank of America Merrill LynchHightower AdvisorsBaltimoreMDN/AN/AN/A2012-02-27N/Ahttp://www.reuters.com/article/2012/01/26/us-morganstanley-idUSTRE80P16220120126N/AN/AN/AN/AN/AInvestmentNews20120227-Leo-J-Kelly-III-Brian-GrumbachN/A
101-23-2012James PupilloN/AN/AN/AN/A$2,500N/AGraystone ConsultingHightower AdvisorsScottsdaleAZN/AN/AN/A2012-01-24N/Ahttp://www.investmentnews.com/article/20120124/FREE/120129966N/AN/AN/AN/AN/AInvestmentNews20120123-James-PupilloN/A
109-19-2011Jeff Leventhal, Evan NowackN/AN/AN/AN/A$400N/AUBS Financial ServicesHightower AdvisorsBethesdaMDN/AN/AN/A2011-09-19N/Ahttp://www.marketwatch.com/story/hightower-expands-with-new-advisor-team-in-bethesda-md-2011-09-19N/AN/AN/AN/AN/AInvestmentNews20110919-Jeff-Leventhal-Evan-NowackN/A
108-18-2011Margaret M. TowleN/AN/AN/AN/A$1,000N/AGreycourtHightower AdvisorsSeattleWAN/AN/AN/A2011-08-18N/Ahttp://www.investmentnews.com/article/20100521/FREE/100529975N/AN/AN/AN/AN/AInvestmentNews20110818-Margaret-M-TowleN/A
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
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