News & Insights

HighTower Advisors Receive Top Rankings on Forbes’ 2019 Top Next-Gen Wealth Advisors List

by HighTower on September 04, 2019

CHICAGO —September 4, 2019/PR Newswire/ — Four HighTower advisors are honored this year in the Forbes 2019 list of the Top Next-Gen Wealth Advisors, which includes 250 rising U.S.-based advisors who collectively manage more than $490 billion in client assets. In addition, a total of 14 HighTower advisors were ranked on the Forbes 2019 Next-Gen Best-in-State list.

HighTower’s Forbes Top 250 Next-Gen Wealth Advisors are:

  • JR Gondeck of The Lerner Group – Deerfield, Ill.
  • Vanessa Martinez of The Lerner Group – Deerfield, Ill.
  • Bob White of Morse, Towey & White Group – New York, N.Y.
  • Justin Winters of Treasury Partners – New York, N.Y.

HighTower’s Forbes Next-Gen Best-in-State advisors are:

  • Ray Baraldi of Sarian Strategic Partners – Wayne, Pa.
  • Alexander Bass of HSW Advisors – New York, N.Y.
  • Jake Falcon of Falcon Wealth Advisors – Mission Woods, Kan.
  • John Gibson, HighTower Twickenham – Huntsville, Ala.
  • JR Gondeck of The Lerner Group – Deerfield, Ill.
  • Michelle Kuzma Kempf of VWG Wealth Management – Vienna, Va.
  • Vanessa Martinez of The Lerner Group – Deerfield, Ill.
  • Alexandra Miele of The Andriole Group – Madison, Conn.
  • Sarah Minakary of The Rand Group – Newport Beach, Calif.
  • Lauren Pearson of Somerset Advisory – Birmingham, Ala.
  • Steve Tresnan of Tresnan Ferst Wealth Advisors – New York, N.Y.
  • Rob Warren of HighTower Twickenham – Huntsville, Ala.
  • Bob White of Morse, Towey & White Group – New York, N.Y.
  • Justin Winters of Treasury Partners – New York, N.Y.

“Each of the HighTower advisors honored by Forbes has achieved incredible success at a young age,” said Bob Oros, CEO of HighTower. “These talented young professionals truly represent the future of the wealth management industry, and we are excited to support them as their careers progress and evolve over the coming years.”

The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of four years of experience in the wealth management industry. The rankings were compiled though analysis of several key factors, including the experience levels, credentials, revenue produced, assets under management, compliance records and industry experience of almost 30,000 nominees. View the Top 250 list here https://www.forbes.com/top-next-gen-advisors/#7784e9d6df01 and the full State-by-State list here https://www.forbes.com/best-in-state-next-gen-wealth-advisors/#201dba653cbb.

HighTower advisors have also appeared on Forbes’ lists of Best-in-State Wealth Advisors and Top Women Advisors; Barron’s Top 100 Financial Advisors, Top 1200 Advisors by State and Top 100 Women Advisors; the Financial Times’ Top 300 RIAs; and InvestmentNews’ Icons & Innovators and Women to Watch lists.

About HighTower
HighTower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, HighTower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. Visit www.hightoweradvisors.com.

Media Contact:
Patty Buchanan
JConnelly
973-567-9415
pbuchanan@jconnelly.com

# Alexander Bass Alexandra Miele Bob White Falcon Wealth Advisors Forbes HighTower Advisors HighTower Twickenham HSW Advisors Jake Falcon John Gibson JR Gondeck Justin Winters Lauren Pearson Michelle Kuzma Kempf Morse Towey and White Group Ray Baraldi Rob Warren Sarah Minakary Sarian Strategic Partners Somerset Advisory Steve Tresnan The Andriole Group The Lerner Group The Rand Group Top Next-Generation Wealth Advisors Treasury Partners Tresnan Ferst Wealth Advisors Vanessa Martinez VWG Wealth Management

HighTower Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.