"Investors seeking transparent, unbiased financial advice are prompting a sea change in wealth management," said Elliot Weissbluth, HighTower CEO. "Our industry-leading technology and service platform is uniquely built to address investors' emerging needs, deepening the client-advisor relationship and fueling the growth of independent financial advisors who share our vision and values. We are thrilled to see Leo, Andrew, Paul, Pamela and Rich recognized with this prestigious and well-deserved Barron's honor."
The following HighTower advisors appear on Barron's 2014 list of Top 100 Independent Financial Advisors:
- Leo J. Kelly III, Managing Director and Partner in Hunt Valley, Md. (number 68)
Mr. Kelly, Founder of Kelly Wealth Management, focuses on financial planning and investment services, developing innovative solutions and customized, comprehensive strategies for wealthy individuals, families, foundations, endowments, trusts, and corporate retirement plans. The firm oversees $1.1 billion in client assets.
- Andrew Morse, Managing Director and Partner in New York City (number 75)
Mr. Morse leads the team at Morse, Towey & White. The team handles the financial affairs of high-net-worth clients focusing on mitigating market volatility while providing solid risk-adjusted returns to high-net-worth clients. The firm oversees $1.6 billion in client assets.
- Paul Pagnato, Managing Director and Partner in Reston, Va. (number 36)
Mr. Pagnato, Founder of Pagnato-Karp, specializes in meeting the unique needs of the country's wealthiest individuals and their families. During the last two decades Paul has advised over 70 business owners with the "pre-sale planning", with a focus of providing cash flow strategies and protecting their capital. The firm oversees more than $2.3 billion in client assets.
- Pamela Rosenau, Managing Director and Partner in Los Angeles, Calif. (number 76)
Ms. Rosenau leads the Rosenau Group, which oversees $1 billion in client assets. Ms. Rosenau's extensive knowledge and expertise in the equity markets earned her the title of Equity Market Strategist for HighTower and she also performs due diligence on the firm's third-party research relationships and adds, monitors, and prunes research providers as needed.
- Richard Saperstein, Managing Director and Partner in New York City (number 16).
Mr. Saperstein, Founder of Treasury Partners, provides conservative cash and wealth management services to private and corporate clients. He has worked in the financial services industry for more than 30 years. The firm oversees $7.2 billion in client assets.
The Barron's "Top 100 Independent Financial Advisors" list recognizes RIAs and independent advisors that demonstrate a positive influence on the financial services industry. Rankings are established according to criteria including revenue, assets under management (minimum $300 million) and practice quality.
Earlier this year, Barron's selected HighTower's Paul Pagnato and Richard Saperstein for its 2014 compilation of "Top 100 Financial Advisors." This is the third consecutive year that the magazine has honored Mr. Pagnato, while Mr. Saperstein has been included every year since 2004. Both were also named to Barron's "Top Advisors by State" list released earlier this year. In addition, Pamela Rosenau was named to Barron's "Top 100 Women Financial Advisors" for the third consecutive year in 2014, also appearing on the "Top Advisors by State" list.
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HighTower is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors and comprehensive support for independent advisors sets us apart. See www.hightoweradvisors.com.