We advise our clients with an integrated approach that spans personal mission statements, estate planning and risk management. Our investment style is thematic in nature and oriented toward total return over specified time horizons. We are fully versed with SEC regulations governing the sale and hedging of concentrated equity positions, as well as with Rule 10b5-1 Trading Plans that comply with all Sarbanes-Oxley guidelines for executives of publicly traded companies. We have built strong relationships within the legal and accounting communities to better address our clients' tax and estate planning needs.
Barnaby is a Partner and Managing Director at Hightower Advisors. With more than 30 years of financial services experience, Barnaby focuses on developing goal-based investment management and financial planning strategies for high-net-worth individuals and their families.
Prior to Hightower, Barnaby was a Director of Wealth Management at Morgan Stanley Smith Barney, where he also served as a Senior Advisor in the Citi Family Office and was the Senior Portfolio Manager on Smith Barney's largest corporate services team.
Our first conversations are vital and valued. We want to understand all of your needs and objectives, as well as your tolerance for risk and volatility, and to help you gain comfort with investing across all asset classes.
Our experience helps us anticipate your needs and make recommendations on your behalf. We work with many individuals and families of substantial means, corporate executives and small business owners who value the disciplined, sophisticated approach we bring to each relationship.
Our personal relationship with you is backed by a team of global professionals. We have access to the market insights and global perspectives of virtually every institution and analyst, including the collective wisdom of the Hightower partnership using tools like "Weight of an Ox."
We believe successful investment management takes into account your complete financial picture. All aspects of your financial life impact one another and help to inform and guide our strategy.
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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