HighTower expands New York presence with RJ Wealth Management
RJ Wealth Management has become the 42nd team to join the HighTower partnership and the eighth to join HighTower’s New York headquarters.
RJ Wealth Management's Jeffrey S Vogel and Ruth E Berger join HighTower as partners and managing directors.
Their team, which specialises in investment planning, retirement planning, and strategies for concentrated stock positions and stock options, also includes registered senior client associate Sadie Lanzet and client associate Chris DiCostanzi.
"We take great pleasure in welcoming Jeff, Ruth and the RJ Wealth Management team to the HighTower family," says Michael LaMena, president of HighTower. "With the support of our sophisticated operating infrastructure and cutting-edge technology platform RJ Wealth Management is poised for even greater growth in the New York market."
The RJ Wealth Management team currently manages approximately USD300m in assets. The team was previously part of the global wealth management group at Merrill Lynch.
"HighTower's innovative business model represents the best of both worlds for RJ Wealth Management and our clients: independence backed by the support of a leading national financial services firm," says Berger. "As partners at HighTower, we gain access to a unique platform that blends sophisticated wealth management advice with innovative technology so we can provide our clients with an unobstructed view of the financial marketplace."
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