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We’re thrilled to share that four of our advisors have earned a spot on Barron’s 2025 Top 100 Independent Financial Advisors list. Congratulations to Richard Saperstein (#2 on the list), David L. Bahnsen (#22), Patrick Fruzzetti (#65), and Tom Meyer (#95) for this well-deserved recognition. Their leadership, dedication, and client-first mindset continue to raise the bar. Please join us in congratulating them on this wonderful accomplishment.
Last month, our Philanthropy Committee teamed up with Back 2 School America to support Chicago-area students heading into the new school year. With the help of 40 dedicated volunteers, we assembled 250 school supply kits—each one packed with care and purpose. Huge thanks to our home office employees for showing up and giving back! Are you interested in being part of a company that helps make a difference?
We’re excited to welcome Randy Bullard as our Head of Investment Management. In this newly created role, Randy will lead the development of Hightower’s first centralized investment management platform—bringing together research from NEPC, LLC and all the offerings that our Investment Solutions team brings—to deliver scalable tools and strategic guidance to our advisor community. With a career spanning leadership roles at State Street, Charles River Development, SigFig, and Placemark Investments, Randy brings deep experience in building next-generation platforms that empower advisors and elevate the client experience. Please join us in giving Randy a warm welcome to Hightower.
What’s fueling growth at the nation’s largest RIAs? Citywire RIA’s follow-up article to its 50 Fastest Growers list explores how firms are balancing acquisitions with strategic investments in marketing, referrals, and advisor support. Our Chief Strategy Officer, Scott Holsopple, sounds off on what helps drive Hightower’s success as one of this year’s 50 Fastest Growers.
Navigating a Market on the Rise Economic momentum is holding strong, being led by growth in productivity, soaring to 2.4% after last quarter’s sharp plunge of –6%. Productivity growth acts as a natural damper on inflation by offsetting wage pressures, allowing companies to keep margins healthy while avoiding the inflationary spiral that scares markets. Supporting this encouraging dynamic, unit labor costs nudged up only 1.6% this quarter, a tame figure that reassures investors that inflationary pressures remain well contained. Read my full weekly analysis here:
We’re thrilled to announce that Hightower made the 2025 hashtag#Inc5000 list! This list honors private U.S. companies with the strongest revenue growth over the past three years—from 2021 to 2024. We’re proud to be recognized among the fastest-growing private companies in America! Learn more and see the complete list here: https://hubs.la/Q03C70lM0
We’re thrilled to see so many of our advisors recognized on the Forbes 2025 America’s Top Next-Gen Wealth Advisors Best-in-State list! This recognition underscores their leadership, strategic focus, and the trust they’ve cultivated with their clients. It’s a reflection of the high standards they uphold and the meaningful impact they make every day. To learn more and see the complete list, check out our press release
Last week, David Work, Managing Director and Head of Estate & Financial Planning, hosted a Hightower lunch and learn focused on the impact of estate and financial planning. He opened the session with an interactive financial fitness assessment, helping Hightower employees reflect on where they are in their personal financial journeys. From there, David explored essential concepts in estate and financial planning, offering practical insights and strategies. To wrap up, he invited attendees to participate in a seven-day financial planning challenge, encouraging them to apply what they learned to help strengthen their financial security. These engaging lunch and learns with Hightower leaders foster cross-team collaboration and highlight Hightower’s commitment to advancing financial literacy and a holistic approach to wealth management. Want to learn more about Hightower’s Estate and Financial Planning Services? Send us a message—we’d love to connect.
A big week for our interns! On Wednesday, they had the chance to sit down with CEO Larry Restieri for a candid lunch and learn. Larry shared his unconventional career path—from band guitarist to law school to 25 years at Goldman Sachs—emphasizing that success isn’t always linear. Looking ahead, Larry spoke about his strategic vision to bring clarity and alignment across Hightower. He highlighted the creation of the Chief Advisory Officer role, filled by Scott Hadley, to deepen advisor connections and drive growth. Larry also shared his leadership philosophy: lead by example, build trust and give direct feedback. His advice to interns? Be reflective, take pride in your work and strive to be your best. Then, yesterday, alumni of our internship program, along with recent college graduates at Hightower, sat down with the interns to share their experiences transitioning into full-time roles. They explained their roles, the skills learned from their internships and their favorite aspects of working at Hightower, including the ability to make an impact at any level. Panelists advised interns to build relationships within Hightower, anticipate team needs and ask for feedback.
We’re excited to welcome Scott Hadley as our first Chief Advisory Officer! In this newly created role, Scott is leading Hightower’s advisor support strategy—enhancing how we support growth, engage with our advisor community, and build deeper connections across the field. With nearly 20 years of experience in financial services, he brings a powerful combination of insight, leadership, and advisor-first thinking to Hightower. Please join us in welcoming Scott to the team! To learn more about Scott’s appointment and the broader leadership updates shaping Hightower’s next chapter, read the full announcement:
