Hightower Advisors

We are kicking the week off with our Masterclass Monday Series with Robert Picard, Head of Alternative Investments at Hightower. Watch as Robert sits down with Asset TV to talk about the power of private markets and the difference in asset allocation between university endowments and billionaires versus individual investors. Stay tuned for next Monday when we share Robert’s thoughts on the importance of long-term capital. https://lnkd.in/gdJWr7xr

In case you missed it, earlier this month, Liz Skinner, Executive Director of Corporate Marketing & Communications at Hightower, sat down for an insightful conversation with Kathleen Burns Kingsbury, author, and money management coach, about how women can communicate their value in the workplace. Through her company, KBK Wealth Connection, Kathleen empowers women in finance, business, and entrepreneurship, helping them to overcome “money silence” and speak up for themselves when challenging situations arise. Watch the full webinar, “Women in the Workplace: Communicating Your Value & Advocating for Yourself” to learn more about how women can proficiently showcase their accomplishments to their teams, clients, and organizations and build self-confidence. https://lnkd.in/gWwSf2hT

This month at our corporate office in Chicago, we’ve been busy focusing on professional development and welcoming our new hires! Earlier this month, our Chief Growth Officer, Scott Holsopple, hosted our Executive Leadership Series, sharing valuable insights with participants from the Managing at Hightower and Leading at Hightower programs. Yesterday, we welcomed our newest team members with a fantastic New Hire Celebration, where employees enjoyed a complimentary lunch and had the opportunity to network and connect with each other. Interested in working at Hightower? Check out our open positions: https://bit.ly/3DgKRqi

Fun fact: A record $7 billion will be spent on food, beverages, and of course, green accessories, this year in America in celebration of the holiday! #Chicago #Wellth Source: https://bit.ly/3Flx172

Have you scheduled your tax appointment yet? Tax Day is just a month away, on April 15th. If you haven't already, now is the perfect time to review your past returns with your financial advisor. This is also a great opportunity to ask any questions about income brackets and recent tax law changes, making sure that you're well-prepared for your appointment with your CPA. It's important to note that this year, the IRS is granting an extension until May 1, 2025, for individuals and businesses in areas affected by Hurricane Helene to file their federal tax returns. Wishing you a smooth and stress-free tax season!

Tune in to Asset TV’s MASTERCLASS: Alternatives, featuring Hightower’s own Robert Picard. Discover the latest insights on private market opportunities, evolving investment minimums, and the transformative impact of technology on high-net-worth investing. Don’t miss out on the chance to learn from one of the industry’s leading voices!

Ever wondered what it takes to lead a $1.7 billion advisory practice? Barron’s-ranked advisor Patrick Fruzzetti, Managing Director and Partner at Rose Advisors - A Hightower Company, takes us through his journey. From embracing an ownership mentality to the guidance of a great mentor, Patrick’s experiences offer valuable lessons for the next generation of advisors. Check out his full interview with Barron’s Advisor for more insights on leadership, mentorship, and the future of financial advising: https://bit.ly/3XLIwuX #NextGenAdvisors #RoseAdvisors

We had an incredible time at our annual Day with the Investment Stars event last week at the legendary Rainbow Room in New York City! Special thanks to our phenomenal lineup of speakers, including Joshua Brown, Thomas (Tom) Lee, Daniel Ives, Alex Kantrowitz, Karen Finerman, and Hightower’s very own Stephanie Link. Thank you to everyone who attended and made this event a success! We look forward to seeing you at our next conference. #Wellth #FinancialInsights #Investing

We are thrilled to announce that several of our financial advisors have been recognized on Barron’s 2025 Top 1,200 Financial Advisors list! This prestigious honor reflects their dedication and commitment to providing excellent service to our clients. Join us in celebrating their remarkable achievements and contributions to the financial industry. Congratulations to the awardees! Read more and check out the Barron’s 2025 Top 1,200 Financial Advisors list: https://bit.ly/3Fkf9K4

In celebration of International Women's Day today, we are excited to spotlight our recent Women and Well-th Forum held at the beautiful Maybourne Hotel in Beverly Hills. This three-day conference provided our women advisors with valuable networking opportunities and insights on serving their female clients. Thank you to our advisors, speakers, sponsors, and corporate employees who made this event such a success. We’re also proud to re-share our white paper, "The Path to Growth is Paved with Intention,” which showcases how women business leaders at growing Hightower advisory practices are personalizing the wealth management experience, providing women with the specialized services they seek. Our women advisors play a crucial role in our success, and we are proud of their dedication and the positive impact they have on our clients’ lives! Read more and join us in celebrating the achievements and contributions of women in our industry: https://bit.ly/3EKtwXz #InternationalWomensDay #WomenInFinance #WomenandWellth