After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.
The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.
Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.
