Hightower

Hightower Announces Strategic Investment in Orlando-based Resource Consulting Group

Retrieved on: 
Tuesday, November 7, 2023
AUM, CFPS, CFA, Partner, CPA, Partnership, RIA, Hightower, Financial adviser, Financial services, Management

CHICAGO, Nov. 7, 2023 /PRNewswire/ -- Hightower today announced it has made a strategic investment in Resource Consulting Group, a fee-only registered investment advisor ("RIA") based in Orlando, FL with approximately $2.5 billion in assets under management (as of June 2023).

Key Points: 
  • Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL
    CHICAGO, Nov. 7, 2023 /PRNewswire/ -- Hightower today announced it has made a strategic investment in Resource Consulting Group, a fee-only registered investment advisor ("RIA") based in Orlando, FL with approximately $2.5 billion in assets under management (as of June 2023).
  • Founded in 1988, Resource Consulting Group offers academic-based investment management, financial planning and retirement planning services to a nationwide client base of high-net-worth and ultra-high-net worth households, as well as select institutional clients.
  • "The Hightower partnership allows Resource Consulting Group to maintain autonomy and the firm's distinct identity while gaining the necessary resources to elevate our client service offering to new heights," said Resource Consulting Group Founder Mike Davis.
  • In the transaction, Resource Consulting Group was advised by Cambridge International Partners.

VDart Celebrates Five Consecutive Wins, Receives National Supplier of the Year Class IV Award from NMSDC

Retrieved on: 
Wednesday, November 1, 2023
LATAM, Kellogg, Toyota, Hightower, IBEX, Organization, Economic development, Certification, MBE, DSDP, Conference, Ernst & Young Entrepreneur of the Year Award, Echo sounding, Quality of life, Growth, Delta, Eagle Award, Aflac, Tuck, Class, Film industry, Video game, Exchange, Accenture

BALTIMORE, Nov. 1, 2023 /PRNewswire-PRWeb/ -- VDart, a leading global staffing firm providing cutting-edge talent management solutions, proudly announced its fifth consecutive win within a short span of two months, receiving the esteemed National Supplier of the Year Class IV award at the NMSDC Annual Conference & Exchange Award Ceremony held on October 25, 2023, in Baltimore.

Key Points: 
  • VDart, a leading global IT talent management and technology firm, has been honored with the esteemed 2023 National Supplier of the Year Class IV award by the National Minority Supplier Development Council at the NMSDC Annual Conference & Exchange Award Ceremony, marking its fifth consecutive win.
  • The honorees for the National Supplier of the Year awards are categorized based on annual sales, with VDart winning the Class IV award nationally.
  • The National Supplier of the Year - Class IV award recognizes MBEs who consistently deliver outstanding products and services to their customers, with annual sales exceeding $50 million.
  • This award marks VDart Group of Companies' fifth consecutive win within a short span of two months, following the GMSDC award, CAMSC recognition, and USPAACC-SE Awards.

Class Action Lawsuit Filed on Behalf of Lordstown Motors Corp. (RIDE) Investors - Nationally Ranked Investors’ Rights Firm Holzer & Holzer, LLC Encourages Investors With Significant Losses to Contact the Firm

Retrieved on: 
Thursday, July 27, 2023
RIDE, ISS, Foxconn, Partnership, Fraud, Hightower, NYSE, Kroll

ATLANTA, July 27, 2023 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC informs investors that a class action lawsuit has been filed against Edward Hightower and Adam Kroll, officers of Lordstown Motors Corp. (“Lordstown” or the “Company”) (NYSE: RIDE).

Key Points: 
  • ATLANTA, July 27, 2023 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC informs investors that a class action lawsuit has been filed against Edward Hightower and Adam Kroll, officers of Lordstown Motors Corp. (“Lordstown” or the “Company”) (NYSE: RIDE).
  • at [email protected] , by toll-free telephone at (888) 508-6832 or you may visit the firm’s website at https://holzerlaw.com/case/lordstown/ to learn more.
  • Holzer & Holzer, LLC, an ISS top rated securities litigation law firm for 2021 and 2022, dedicates its practice to vigorous representation of shareholders and investors in litigation nationwide, including shareholder class action and derivative litigation.
  • Holzer & Holzer, LLC has paid for the dissemination of this promotional communication, and Corey Holzer is the attorney responsible for its content.

Hightower Makes Strategic Investment in Vigilant Wealth Management

Retrieved on: 
Wednesday, May 31, 2023
Partnership, Marketing, Culture, Partner, MBA, Accounting, AUM, Acquisition, JD, Hightower, Financial services, Management, Vigilant

CHICAGO, May 31, 2023 /PRNewswire/ -- Hightower today announced it has made a strategic investment in Vigilant Wealth Management ("Vigilant"), a full service wealth management business with offices in Portland, Maine and Portsmouth, New Hampshire that manages approximately $2.3 billion in client assets across 500 households.

Key Points: 
  • CHICAGO, May 31, 2023 /PRNewswire/ -- Hightower today announced it has made a strategic investment in Vigilant Wealth Management ("Vigilant"), a full service wealth management business with offices in Portland, Maine and Portsmouth, New Hampshire that manages approximately $2.3 billion in client assets across 500 households.
  • The Company specializes in providing comprehensive investment and wealth planning solutions to high-net-worth individuals and families, executives, entrepreneurs and business owners.
  • "Vigilant Wealth Management encompasses everything Hightower looks for in a partner: a holistic wealth management offering, stellar organic growth approach, and impressive leadership team committed to the long-term well-being of its clients and people," said Hightower Chairman and CEO Bob Oros.
  • In the transaction, Vigilant Wealth Management was advised by Cambridge International Partners.

Hightower Makes Strategic Investment in TEN Capital Wealth Advisors in Spokane, Wash.

Retrieved on: 
Monday, May 8, 2023
Partnership, Pacific Northwest, Culture, Accounting, AUM, Acquisition, TEN, CFO, Growth, Hightower, Alston & Bird, Management

CHICAGO, May 8, 2023 /PRNewswire/ -- Hightower today announced it has made a strategic investment in TEN Capital Wealth Advisors, a $1 billion firm with offices in Spokane and Seattle, Wash., that serves as wealth managers to a variety of clients including business owners, executives and multi-generational families.

Key Points: 
  • Tim Mitrovich founded TEN Capital in 2012; the name "TEN Capital" is a nod to his grandfather's football jersey number and honors his legacy of service.
  • By forging deep relationships through community involvement and with a creative team of skilled advisors, TEN Capital has attracted increasingly larger clients and has become one of the fastest growing firms in the Pacific Northwest.
  • Beyond its base in Spokane and presence in Seattle, TEN Capital is focused on building upon their growing regional influence to expand their footprint.
  • TEN Capital was advised on this partnership by the law firm Alston & Bird and consultant Brett Zaniewski.

Mike Drennen Joins Fairport Wealth as Chief Wealth Officer

Retrieved on: 
Monday, May 8, 2023
Advice, Investment, Business consultant, RIA, Business, Marketing, Fidelity Investments, Miami University, National accounts, Rest, Hightower, Fifth Third Bank, Management, Growth

CHICAGO, May 8, 2023 /PRNewswire/ -- Fairport Wealth ("Fairport"), a Cleveland, Ohio-based Hightower advisory business, announced today that Mike Drennen has joined the firm as Chief Wealth Officer. In this role, Mr. Drennen is assuming the day-to-day and executive leadership responsibilities previously overseen by Matt Logar, who was recently named CEO.

Key Points: 
  • CHICAGO, May 8, 2023 /PRNewswire/ -- Fairport Wealth ("Fairport"), a Cleveland, Ohio-based Hightower advisory business, announced today that Mike Drennen has joined the firm as Chief Wealth Officer.
  • As Chief Wealth Officer, Mr. Drennen will lead a cross functional team, overseeing the Advice, Growth, Marketing and Training functions of the firm, including more than 30 direct reports across Fairport's five offices.
  • "Mike brings tremendous experience in supporting advisors and empowering them with the counsel and resources needed to grow their practices while inspiring families," said Fairport Wealth CEO Matt Logar.
  • "What excites me most is the opportunity to partner with an incredibly talented group of people at Fairport," said Mr. Drennen.

EY Announces Bob Oros of Hightower Advisors as an Entrepreneur Of The Year® 2023 Midwest Award Finalist

Retrieved on: 
Tuesday, May 2, 2023
Ernst & Young Entrepreneur of the Year Award, EY, Culture, ADP, Ewing Marion Kauffman Foundation, PNC Financial Services, Marsh McLennan, Scotiabank, E&Y, Gold, SAP, Becker Professional Education, Growth, City, Piper, DLA Piper, Hightower, Ernst & Young, Renewable energy

CHICAGO, May 2, 2023 /PRNewswire/ -- Ernst & Young LLP (EY US) today announced that Chairman & CEO Bob Oros of Hightower was named an Entrepreneur Of The Year® 2023 Midwest Award finalist. Now in its 37th year, Entrepreneur Of The Year is one of the preeminent competitive business awards for transformative entrepreneurs and leaders of high-growth companies who are building a more equitable, sustainable and prosperous world for all.

Key Points: 
  • CHICAGO, May 2, 2023 /PRNewswire/ -- Ernst & Young LLP (EY US) today announced that Chairman & CEO Bob Oros of Hightower was named an Entrepreneur Of The Year® 2023 Midwest Award finalist.
  • Bob Oros was selected by an independent panel of judges.
  • Hightower's M&A approach focuses on bringing in advisory businesses that demonstrate strong leadership, significant growth potential and cultural alignment with Hightower.
  • The Entrepreneur Of The Year National Overall Award winner will then move on to compete for the EY World Entrepreneur Of The Year™ Award in June 2024.

Macfarlan Capital Partners announces Trevor Hightower as a Partner

Retrieved on: 
Thursday, April 13, 2023
Agriculture, Growth, Parkway Properties, Acquisition, Partner, MCP, Hightower, Love, CBRE, Management, Asset management, DALLAS, Craftwork

DALLAS, April 13, 2023 /PRNewswire/ -- Longtime CBRE executive Trevor Hightower has joined Macfarlan Capital Partners ("MCP"). Hightower will be joining MCP as the firm grows its leadership in the agricultural investing space.

Key Points: 
  • Former CBRE Managing Director and Craftwork CEO joining Macfarlan Capital Partners as the firm focuses on its growth in Farmland Investments.
  • DALLAS, April 13, 2023 /PRNewswire/ -- Longtime CBRE executive Trevor Hightower has joined Macfarlan Capital Partners ("MCP").
  • Prior to joining Macfarlan Capital Partners, Hightower was the co-founder and CEO of Craftwork, a Managing Director at CBRE and a Managing Director of Leasing at Parkway Properties.
  • "I am excited to join Macfarlan Capital Partners and work alongside such a talented team with a 39-year track record of service and excellence," said Hightower.

Hightower Facilitates Sub-Acquisition for Schultz Collins with Oakland Financial Consulting Firm DHR

Retrieved on: 
Tuesday, February 28, 2023
Knowledge, AUM, Love, Accounting, Acquisition, DHR, Freedom, CFO, Hightower, Financial adviser

CHICAGO, Feb. 28, 2023 /PRNewswire/ -- Hightower today announced that it has facilitated its first sub-acquisition for Schultz Collins Investment Counsel, a San Francisco Bay Area Hightower advisory business based in Orinda, California. DHR Investment Counsel in Oakland, California, a $385 million firm led by husband-and-wife team Davis Riemer and Louise Rothman-Riemer, will join Schultz Collins, bringing its assets under supervision to more than $1.3 billion.

Key Points: 
  • DHR Investment Counsel in Oakland, California, a $385 million firm led by husband-and-wife team Davis Riemer and Louise Rothman-Riemer, will join Schultz Collins, bringing its assets under supervision to more than $1.3 billion.
  • "With Hightower and Schultz Collins, we found partners deeply committed to an ethos that aligns perfectly with our own of truly putting clients first.
  • Like DHR, Schultz Collins has focused on the fiduciary standard of practice from its inception.
  • "We are pleased to support Schultz Collins in facilitating this growth-minded acquisition," said Hightower Chairman and CEO Bob Oros.

Eleven Hightower Advisors Named to Forbes' "Top Women Wealth Advisors Best-in-State" List

Retrieved on: 
Thursday, February 2, 2023
Woman, Hightower, Female, Research, ME, Financial adviser, MD

CHICAGO, Feb. 2, 2023 /PRNewswire/ -- Eleven Hightower advisors have been named to Forbes' "America's Top Women Wealth Advisors Best-in-State" list, which ranks the top female advisors in the nation who collectively manage more than $2.3 trillion in assets.

Key Points: 
  • CHICAGO, Feb. 2, 2023 /PRNewswire/ -- Eleven Hightower advisors have been named to Forbes' "America's Top Women Wealth Advisors Best-in-State" list, which ranks the top female advisors in the nation who collectively manage more than $2.3 trillion in assets.
  • The Hightower advisors honored by Forbes this year are:
    Barbara Archer of Hightower Wealth Advisors | St. Louis in St. Louis, MO.
  • "I want to congratulate these extraordinary women for this well-deserved honor," said Hightower Chairman and CEO Bob Oros.
  • The Forbes ranking of "Top Women Wealth Advisors Best-in-State" list was developed by SHOOK Research, based on an algorithm of qualitative data, provided through surveys and interviews.