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We are excited to announce the expansion of the Hightower Family Office, elevating the institutional‑grade resources available to advisors serving ultra‑high‑net‑worth (UHNW) families. This expansion brings together enhanced institutional investment consulting, advanced planning, family governance, tax and estate strategy, and business advisory support. It is further strengthened by our strategic relationships with NEPC, LLC, one of the nation’s largest institutional investment consulting firms, and Grant Tani Barash & Altman, a prominent business management and family office firm serving UHNW individuals, executives, entrepreneurs, and entertainment industry clients. With these combined capabilities, we’re equipping advisors to help meet the increasingly complex needs of UHNW families with clarity, confidence, and a holistic approach.
We were honored to have Stephanie Link represent Hightower Signature Wealth and Hightower as she kicked off CNBC Pro’s Wealth for Women event at the Nasdaq MarketSite last week. Stephanie opened the event with an engaging discussion on market trends shaping today’s investment landscape while continuing to encourage more women to engage confidently with investing and the markets. Alongside Hightower advisors and colleagues in attendance, we were proud to support an event dedicated to education, insight, and empowering investors.
We wrapped the 2026 Hightower Advisor Summit in Miami—bringing together nearly 350 advisors, sponsors, and home office colleagues for the largest gathering in our firm’s history. Over three days, our community came together to exchange ideas, strengthen relationships, and engage in thoughtful conversations about the future of wealth management. As technology continues to reshape our industry, this week reinforced that human connection, collaboration, and shared ambition remain at the center of what makes Hightower different. Highlights included strategic conversations on the future of the firm with our CEO Larry Restieri and the executive team, hearing from David L. Bahnsen on what it takes to build and maintain outsized organic growth, a feature with Mollie Marcoux Samaan on our partnership with US Squash, and an inspiring keynote with Richard Saperstein and Jimmy Chin, who shared lessons on preparation, resilience, and the courage required to pursue what has never been done before. Thank you to our advisors, sponsors, speakers, and teams who made this year’s Summit such a meaningful and energizing week.
We're excited to share that our CEO Larry Restieri and Penny Phillips, Head of Advisor Strategy and Client Experience at Hightower Signature Wealth, will be speaking at Wealth Management EDGE in June. Attendees can hear from Larry during his fireside chat, Insights from the CEO of Hightower Advisors, and from Penny on her panel, In Jeopardy: The Wealth Management Edition. If you plan to attend, be sure to connect with our Head of M&A Marc Cabezas and Senior Business Development Officer Jason Badesha who will also be onsite. We look forward to an engaging and impactful conference. Learn more and register: https://lnkd.in/dGYp4Tgn
We’re proud to announce that David L. Bahnsen with The Bahnsen Group and Richard Saperstein with Treasury Partners have been named to the Barron’s 2026 Top 100 Financial Advisors list. As one of the most respected rankings in the wealth management industry, this recognition reflects their commitment to clients and their exemplary leadership. Their continued excellence embodies the values we champion at Hightower. Please join us in congratulating them on this achievement!
Our annual April Steps Challenge, hosted by our Social Committee, wrapped up last week with a total of 11,804,273 steps logged by Hightower home office employees! That’s more than the equivalent of crossing the Golden Gate Bridge 3,000 times, climbing up and down the Eiffel Tower 3,500 times, or 23,000 journeys to the top of the Great Pyramid of Giza and back down. Thank you to everyone who contributed to these impressive stats to make this challenge such a success. It's a great reminder of what we can achieve when we move forward together at Hightower.
We're excited to share that Hightower is now the Official Wealth Management Partner of US Squash. This partnership represents the largest sponsorship commitment in US Squash history and reflects a shared commitment to excellence, growth, and impact—supporting the elevation of squash and its athletes ahead of the sport's Olympic debut in the Los Angeles 2028 Summer Olympic Games. We're proud to support such a fast-growing organization at an important time in its history.
We are excited to announce that 40 of our advisors have been named to the 2026 Forbes America's Top Wealth Advisors & Best-in-State Wealth Advisors list! This recognition reflects a shared commitment across Hightower to helping clients plan with intention, adapt as circumstances evolve, and move forward with confidence—led by advisors who bring care, discipline, and professionalism to their work every day.
We’re pleased to announce that Roberto Stewart has joined Hightower as President and Chief Business Officer. With deep experience scaling complex organizations, Roberto will lead enterprise services and support the firm’s next phase of growth by advancing Hightower One—our back‑ and middle‑office platform that supports advisors with the operations, technology, and services behind their businesses.
We’re proud to welcome Lexington Wealth Management - A Hightower Company to Hightower Signature Wealth. Led by Kristine Porcaro and Michael Tucci, the Lexington team brings a deeply collaborative, client-first approach that aligns with Signature Wealth’s Powerfully Personal approach. With approximately $3.2 billion in AUM*, this partnership expands Signature Wealth’s footprint to more than $28 billion in total AUM* across 25+ locations—strengthening our ability to deliver integrated advice, resources, and support to advisors and clients nationwide.
