"We established HighTower with the industry's most elite professionals in mind, and our culture, brand and platform reflect that mindset," said Michael Parker, Chief Development Officer at HighTower. "We congratulate our Barron's Top 100 Independent Advisors on their well-deserved honors, and for representing the high caliber of advisor that makes up the HighTower community."
Barron's named the following HighTower advisors to this year's list (all five also appear on the 2016 Barron's "Top 1,200 Advisors by State" compilation):
- Richard Saperstein, Managing Director and Partner in New York, NY (number 5)
Mr. Saperstein, of Treasury Partners, provides a wide variety of conservative investment management services to corporations, family offices, endowments, foundations and private investors. The Treasury Partners team manages more than $10 billion in client assets. Mr. Saperstein has over 30 years of financial services experience and has been ranked in the top tier of the Barron's "Top 100 Financial Advisors" list every year since 2004.
- Leo J. Kelly III, CFP®, CBEC®, Managing Director and Partner in Hunt Valley, MD (number 29)
Mr. Kelly, of Kelly Wealth Management, advises institutions, foundations, entrepreneurs, corporate executives, professional athletes and multi-generational family owned businesses. His team manages approximately $2 billion in client assets. Mr. Kelly provides guidance on investment management solutions as well as estate planning, family governance, retirement planning and philanthropic giving. He also has extensive knowledge of stock options, concentrated equity positions and large retirement plan management. Mr. Kelly was also named to the Barron's list of "Top 100 Independent Financial Advisors for 2015."
- Jordan Waxman, AIF®, CFP®, CIMA®, CIS®, Managing Partner in New York, NY (number 59)
Mr. Waxman, of HSW Advisors, 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 on philanthropic planning issues and techniques. He was featured on Barron's 2014 "Top 1200 Financial Advisors by State."
- Pamela Rosenau, Managing Director and Partner in New York, NY (number 63)
Ms. Rosenau's extensive knowledge of the equity markets and over 30 years of financial services experience have earned her the respect of her clients and peers. The Rosenau Group manages more than $1 billion in client assets. Earlier this year, Ms. Rosenau was ranked 14th on the 2016 Barron's list of the "Top 100 Women Financial Advisors," which marked her fifth consecutive appearance on that list and her 12th overall Barron's honor.
- Jeffrey Grinspoon, CFP®, Managing Director and Partner in Vienna, VA (number 76)
Mr. Grinspoon, of VWG Wealth Management, works with business owners and executives to manage liquidity events and formulate business succession plans and wealth transfer strategies. The VWG Wealth Management team manages more than $1 billion in client assets. Mr. Grinspoon has more than 17 years of experience in the financial services industry, and was selected by Barron's as one of its "Top Financial Advisors by State" in 2011, 2013, 2014 and 2015. He was also included in last year's "Top 100 Independent Financial Advisors."
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.
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HighTower is a national firm built by and for elite financial advisors. HighTower advisors commit to the fiduciary standard: a binding promise to put our clients' interests first. Powered by a proprietary technology and investment platform, HighTower embraces bold change to create a culture of collaboration and growth and to meet the evolving needs of sophisticated investors. For more information, see www.hightoweradvisors.com and www.byadvisorsforadvisors.com.
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