HighTower Expands New York Presence With RJ Wealth Management
CHICAGO, Feb. 24, 2014 /PRNewswire/ -- HighTower welcomes RJ Wealth Management as the newest member of the HighTower partnership. This is the 42nd team to join HighTower, and the 8th to join HighTower's New York headquarters.
RJ Wealth Management's Jeffrey S. Vogel, CRPC® and Ruth E. Berger join HighTower as Partners and Managing Directors. Their team, which specializes 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," said 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 $300 million 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," said Ms. 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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