To qualify for the the Top 401 Retirement Advisers list, advisors must manage $50 million or more in defined contribution (DC) plan assets, and DC assets must account for at least 20% of the advisors' total AUM. Other criteria include DC AUM, growth in DC plan business, specialization in the DC business, years of experience, participation rate, industry certifications and compliance record.
The three HighTower advisors featured among the 2016 Financial Times Top 401 Retirement Advisers are:
- Charles Andriole, CPM®, CIMA®, Managing Director and Partner in Madison, CT
Mr. Andriole is the Senior Managing Director of The Andriole Group at HighTower. As the team's Chief Investment Strategist, Senior Portfolio Manager and Senior Investment Management Consultant, he specializes in the development of personalized, goals-based financial planning strategies for individuals, families and institutions.
- Steve H. Bogner, C(k)P®, Managing Director in New York, NY
Mr. Bogner joined Treasury Partners at HighTower in January 2011, after 11 years with Morgan Stanley Smith Barney in the Private Wealth Management division. He is responsible for the team's corporate retirement plan advisory services, especially those relating to 401(k) defined contribution, defined benefit, and non-qualified deferred compensation plans. Mr. Bogner also consults in the areas of control/restricted stock, life insurance/annuities, and estate planning.
- Michael L. Markovic, Retirement Plan Consultant in Owings Mills, MD
Mr. Markovic brings 30 years of experience to his role as a Retirement Plan Consultant with Fiduciary Plan Advisors at HighTower. He assists clients in meeting their fiduciary requirements in maintaining their retirement plans as well as providing individual and group employee meetings.
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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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