Advisors
Mark Masterson, CIMA®
Managing Director, Partner
Prior to joining HighTower, Mark Masterson served affluent families for 16 years as a Vice President, Portfolio Manager, and Wealth Management Advisor at Merrill Lynch. He was a member of the Circle of Excellence awarded annually to the top Financial Advisors.
Mr. Masterson serves our clients as a relationship manager. He specializes in manager and investment selection, investment policy construction, and asset allocation strategies. Mr. Masterson is also charged with formulating and articulating the market outlook and commentary for our team. He has attained the Certified Investment Management Analyst (CIMA) designation through the Wharton School of Business at the University of Pennsylvania. He is an active member of the Investment Management Consultants Association, and has served as a board member for local organizations and schools.
Mr. Masterson has been recognized for his efforts on behalf of clients. He was selected to the Barron’s top 1000 Advisors in the country list in 2010. He has also been recognized as a 5 Star Wealth Manager by GulfShore Life Magazine from 2006 - 2011.
Mr. Masterson is a Magna Cum Laude graduate of Auburn University with a degree in International Trade. He lives in Naples, Fl. with his wife Sarah and their seven beautiful children. He holds his Series 7, 31, 63, and 65 licenses.
David Emma, CFP®, CRPC®
Managing Director, Partner
Prior to joining HighTower, Mr. Emma served affluent families for 10 years as a Vice President at Merrill Lynch. He crafts custom wealth management strategies for our clients. Mr. Emma has attained his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Certified Retirement Planning Counselor℠ designation. The CFP designation is the most recognized financial planning mark in the world.
Mr. Emma earned a B.S. in Finance and Marketing at Boston College and was the 1991 Hobey Baker Winner (the equivalent to the Heisman Trophy) which is awarded to top collegiate hockey players in the United States. His hockey jersey #16 is retired at Boston College and he was inducted into the Boston College Athletic Hall of Fame. He was also a proud member of the United States Hockey Team in the 1992 Olympics and enjoyed a 10 year career as a professional hockey player. Mr. Emma is the President and Founder of the David Emma Hockey School. He also has extensive experience as a Real Estate Developer and is the former owner of several Dunkin Donuts in Southwest Florida.
Mr. Emma holds his Series 7, 9/10, 31, 66 licenses.
Ted Ridlehuber
Wealth Strategist
Mr. Ridlehuber is a nationally recognized expert on wealth management. He has trained wealth management professionals from leading banks, brokerage, and insurance companies with his methodology from growing wealth and serving clients. Mr. Ridlehuber is the author of Affluent for Life: 13 Wealth Management Issues to Protect You and Your Family. He now works exclusively with Masterson, Emma & Associates and their clients to address their 13 Wealth Management Issues and complete the Compendium of Wealth process.
Mr. Ridlehuber has a BA and J.D. from University of Georgia, is a graduate of the Northwestern National Trust School as well as from the Program for Management Development at the Harvard Business School. He is a Director at the National Bank of Georgia, a Trust and Estates Editorial Board Member, and serves on numerous charities around the country.
Mark Lofgren
Client Service Associate
Prior to joining HighTower, Mr. Lofgren served affluent families in the same capacity at Merrill Lynch for over 18 years. He implements client investment strategies, and monitors asset allocation and investment policy statements. Prior to joining Merrill Lynch, Mr. Lofgren served five years active duty as a Field Artillery officer in the U.S. Army and attained the rank of Captain. After completing his military service, he worked three years as an insurance agent for the The Equitable. Mr. Lofgren graduated from the United States Military Academy at West Point in 1982. He and his wife have three beautiful children.
Mark holds his Series 7, 63, and 65 licenses as well as his insurance license.
Lori Nardolillo
Client Services Associate
Ms. Nardolillo brings over nineteen years of diverse financial industry experience to Masterson, Emma & Associates. She has previously worked for Merrill Lynch, Morgan Stanley, Fidelity, and Met Life in various capacities.
Ms. Nardolillo holds her Series 6,7, 31, and 63 licenses.
Laurie Zimmer
Client Services Associate
Prior to joining HighTower, Ms. Zimmer was a Client Associate at Merrill Lynch since 1998. She assists our clients with any administrative issues.
Ms. Zimmer has sixteen years of experience in the financial industry.