The Lerner Group At Hightower
The Lerner Group represents over 150 years of combined wealth management experience and has a profound understanding of the financial and economic landscape. We focus on your individual goals, guiding you towards prudent, long-term investment strategies to preserve and enhance your wealth. We serve a wide range of clients including high net worth individuals, foundations, profit sharing plans, and pension plans. Our team manages portfolios with an academic, disciplined approach, developed by Dr. Lerner over the past 40 years. As portfolio managers, we act as thoughtful stewards of your wealth, capitalizing on opportunities in the market while minimizing risk. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC
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Verified contacts
21
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
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no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- SC
Silvia Cortez
Head of Marketing · Advertising & Marketing
EmailPhone - AG
Angela Grannan
Private Wealth Advisor · Finance & Accounting
EmailPhone - EM
Erin Murphy
Associate Wealth Advisor · Finance & Accounting
EmailPhone - KD
Kristin Donnelley
Private Wealth Specialist · Finance & Accounting
EmailPhone - TM
Tania Morgan
Private Wealth Associate · Finance & Accounting
EmailPhone - TS
Tyler Steele
Junior Estate and Wealth Planning Strategist · Finance & Accounting
EmailPhone - AH
Amaris Herrera
HR and Project Manager · Other
EmailPhone - DS
David Sokolovsky
Managing Director, Partner · General Business & Management
EmailPhone - MK
Megan Kowalski
Managing Director, Partner · General Business & Management
EmailPhone
Showing 9 of 21 verified contacts
Top roles at The Lerner Group At Hightower
16 distinct titles indexed · top 10 shown.
- 4managing director, partner
- 2private wealth associate
- 2wealth advisor
- 1- &
- 1associate wealth advisor
- 1executive chairman
- 1head of marketing
- 1hr and project manager
- 1junior estate and wealth planning strategist
- 1office manager
- +6more titles
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