Matthias Paul Kuhlmey
Partner and Managing Director
Matthias Paul Kuhlmey, Partner and Managing Director at HighTower, brings nearly 20 years of international banking experience to the firm. Working with private clients and families in the U.S. and abroad, he specializes in global asset allocation concepts. Strategic planning for wealth preservation and generational transfer remain key considerations of his work.
Mr. Kuhlmey joined Hightower from UBS’s prestigious Private Wealth Management Office in New York. Prior to this position, he oversaw the New York-based Domestic Private Banking Team at Bank Julius Baer in the U.S. While with Deutsche Bank AG in New York, Mr. Kuhlmey advised private banking and corporate clientele. In addition, he was actively involved in projects leading to the integration of Bankers Trust Co. into Deutsche Bank’s U.S.-based operation. At Deutsche Morgan Grenfell in New York, Mr. Kuhlmey specialized in Exposure- and Credit Risk Management. Mr. Kuhlmey spent considerable time in different functions with Deutsche Bank in Europe, including as a member of a Divisional Board Member team based in Frankfurt, Germany.
Mr. Kuhlmey received his degree in Business Law from the University of Applied Sciences in Lüneburg, Germany, and a Diploma in Finance and Banking from the Hannover Business School, Germany. As a native German, he is proficient in spoken and written German. Mr. Kuhlmey holds FINRA Series 7, 63 and 65 licenses.
Steven Michael Tresnan, CFP®
Manager, Client Service
Steven Michael Tresnan brings considerable financial industry experience in his role as Senior Client Services Associate at HighTower. Mr. Tresnan applies a comprehensive approach to financial planning in order to correct inefficiencies in the investment portfolios of clients and help improve their ability to attain long-term financial goals.
Previously, Mr. Tresnan was an advisor at Ameriprise Financial, where he spent 4 years working directly with clients. His work included the development and implementation of specific asset management, insurance, tax, and estate planning strategies designed to help limit his clients’ exposure to risk while growing and preserving their wealth.
Mr. Tresnan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor℠ designations. He has the Series 7 and 66 securities licenses, as well as the Life, Accident and Health insurance license. He earned a degree in Industrial Engineering from Penn State University.