Team


A TEAM OF TRUSTED FINANCIAL ADVISORS & DEDICATED SERVICE PROFESSIONALS

HighTower Boca Raton is comprised of experienced fiduciary financial advisors with a diverse set of strengths, specialties and perspectives. Our multi-disciplinary team includes three financial planners. With nearly 50 years of combined private wealth management experience, our team is founded upon principles of trust, financial stewardship and excellence in client service.

To us, your wealth is more than your financial security. It’s your hopes, your dreams, your values – it’s your legacy. You deserve highly skilled, experienced financial advisors who serve you with:

Respect - You are a person, not a profit center. With HighTower Boca Raton, you're more than a client, you are an individual whose unique needs we take very seriously.

Integrity - We are fiduciary advisors with a legal obligation to put your interests first. We hold ourselves to the highest standards in the industry.

Independence - We speak the unvarnished truth. Our independent mindset from the inherent conflict of interest which exists on Wall Street is an essential component of our value proposition.

Passion - We genuinely love what we do. Our passion for serving you is the foundation of our signature Client Experience.

Diligence - We embrace our role as your personal financial advocate. Our comprehensive, holistic planning process aims to provide financial stability for you and your family.


Christopher T. Ure

Chief Executive Officer and Managing Director at HighTower Boca Raton

With a robust background in financial planning, private wealth management and investment strategy, Chris offers clients more than 25 years of experience in the financial services industry. Prior to founding HighTower Boca Raton, Chris was a Senior Vice President of Wealth Management at UBS Financial Services, where he provided advisory services to private clients, including business owners, family offices, and high net worth individuals.

 

Chris also spent 10 years at Morgan Stanley Smith Barney, focusing on institutional and retail wealth management. A former Manager at Ernst & Young LLP, Chris worked for the firm’s boutique investment banking practice, providing services to clients in the areas of mergers and acquisitions, leveraged financing, bankruptcy, restructuring, and reorganization. Chris also has more than 15 years’ experience as an entrepreneur and partner in business ventures in a variety of industries, including retail and manufacturing. He earned his Bachelor of Science in Business Administration from the University of Florida.

 

In 2009 Chris was honored by Barron’s as one of the “Top 1000 Financial Advisors” in the country. He is a regular contributor to a variety of industry publications, has been featured in The Wall Street Journal and has appeared on the Today Show in South Florida. Chris was appointed by Florida Governor Rick Scott as a Commissioner of the North Broward Hospital District, one of the ten largest hospital systems in the country. Additionally, Chris serves on the board of the Broward Health Foundation and several pension and investment committees, overseeing billions of dollars in assets. In his spare time, Chris enjoys traveling, cooking, playing golf, and spending time with his family.
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Alfredo J. Martinez

Chief Investment Officer and Managing Director

With more than 25 years of experience in private wealth management, Al is dedicated to providing clients with a personalized financial planning experience.

Al focuses on the development and implementation of customized investment solutions for high-net-worth individuals, family offices and businesses. In addition to creating goals-based, diversified portfolios, Al also assists clients with wealth transfer, generational wealth planning and investor education.

Before joining HighTower, Al served as a Vice President of Wealth Management at UBS Financial Services. He also held management and leadership roles at Merrill Lynch and Morgan Stanley Smith Barney.

Al earned his Bachelor of Science degree in Economics and Business Administration from Wagner College. He serves on the Technology & Security committees for St. Paul Lutheran School and previously led the summer intern program at the Boca Raton office of Morgan Stanley Smith Barney.

Al is fluent in both English and Spanish.  An avid outdoorsman, Al has completed two, Olympic-distance triathlons. In his spare time, he enjoys skiing, golfing, spending time with his family, traveling and coaching his youngest daughter’s soccer team.

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Jordan J. Rae

Director, Financial Planning and Senior Wealth Advisor

Jordan specializes in developing comprehensive financial plans through a detailed and thorough discovery process. Working closely with clients, he focuses on gaining a deep understanding of not only their investments, but their entire financial picture. Jordan works to review and analyze facets of each client’s financial situation including cash flow analysis, retirement objectives, risk management, investment management, liability management, tax and estate planning.

With a strong background and personal experience in athletics, Jordan has a profound understanding of the needs and complex objectives of professional athletes. Through proper education, planning and advisory services, Jordan's mission is to help fellow athletes achieve lifelong financial and personal success.

Prior to joining HighTower, Jordan was a Financial Advisor at UBS Financial Services, where he honed his skills in investment management, risk management and advanced financial planning for high-net-worth families.

He earned his Master of Business Administration degree from the University of Central Florida. While attending UCF, Jordan was a four-year starter and was selected as team captain for their NCAA Division 1 football team. Jordan enjoys golfing, aviation, deep sea fishing and spending time with his wife and son. He remains very active in UCF Letterman's Club and regularly attends professional and collegiate sporting events.

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Anja Baum

Director, Marketing and Client Experience

Anja is responsible for coordinating marketing efforts, communication strategies and the “client experience”. Coming from the trade show business, she’s a Marketing Management Professional with more than 10 years experience in multi-faceted, fast paced environments.

Anja is the editor of our media channels and publishes the “Lifestyle” and “We Care” links on our Blog. Anja’s responsible for creating, planning and hosting our special events and coordinates HighTower Boca Raton’s charity and community activities.

Having worked as a Key Account and Customer Relationship Manager for many years, Anja thrives from the interaction with clients and ensures they experience the outstanding service for which the firm has been recognized.

Originally from Germany, she holds an MBA in International General Management and a Master of Arts (M.A.) in Communication, Media and Civilization Studies. In addition to English, Anja is fluent in German, French and Spanish.

In her leisure time, Anja loves playing tennis, running, cruising on a boat or relaxing on the beach.

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