HighTower Advisors Announce New Team In Boca Raton
By Casey Westfall
Back in 2015, HighTower Advisors occupied the No. 2 slot in Forbes’ Top 100 Wealth Managers for that year. Since then, the Chicago-based investment firm has continued to flourish, and now they’re taking their skill and experience to Boca Raton.
HighTower’s new team in Boca Raton is the third one established this year and the second one in Florida. This brings the amount of HighTower teams in the state to a total of eight.
The team develops custom investment solutions for businesses, individuals, and families with a high net worth. They specialize in wealth transfer, generational wealth planning, investor education, goal-based financial planning, and diversified portfolios.
Currently, the team manages around $125 million in assets.
They are headed by Managing Directors Al Martinez and Chris Ure, along with Director Jordan Rae.
“We selected HighTower for their commitment to growth, dedication to clients, and for the opportunity to leverage their unmatched expertise and resources on behalf of our business and our clients,” said Ure. “HighTower has a proven track record for driving the business growth of top financial advisors.”
All three have worked at UBS prior to their employment at HighTower while Ure and Martinez have also worked at Morgan Stanley Smith Barney in leadership. In addition, Ure previously worked at Ernst & Young, and at various entrepreneurial business endeavors in Broward County.