Highline Wealth Partners
Highline Wealth Partners is an investment advisory firm registered with the Securities and Exchange Commission. Since 1976, we have specialized in managing portfolios of no-load mutual funds and, more recently, ETFs for a variety of investors including corporations, partnerships, individual investors, trusts, foundations, retirement plans, retirement plan participants, 401K plans and other tax-exempt entities. We employ a conservative approach to investment management, emphasizing capital preservation and exceptional client service. Our goal is to provide the highest return and lowest risk consistent with the objectives selected by our clients.
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Verified contacts
13
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- AC
Andy Chong
Director, Wealth Advisor · Finance & Accounting
EmailPhone - BG
Brian Grimditch
Wealth Manager · Finance & Accounting
EmailPhone - CE
Clark Evans
Wealth Manager · Finance & Accounting
EmailPhone - AM
Aaron Morris
Vice-president Business Advisory Services · Other
EmailPhone - LS
Lisa Sternberg
Chief Operations Officer · Operations
EmailPhone - HM
Hugh Meyer
Director- Private Wealth Advisor · Finance & Accounting
EmailPhone - HM
Hugh Meyer
Director- Private Wealth Advisor · Finance & Accounting
EmailPhone - MC
Millu Chang Ramirez
Goals-based Wealth Advisor · Other
EmailPhone - RB
Richard Barnett
Chief Investment Officer · Finance & Accounting
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Highline Wealth Partners
9 distinct titles indexed · top 9 shown.
- 2director- private wealth advisor
- 2principal - portfolio manager tax consultant
- 2wealth manager
- 1chief investment officer
- 1chief operations officer
- 1director
- 1director, wealth advisor
- 1goals-based wealth advisor
- 1vice-president business advisory services
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