About us
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 Levin
Partner, Managing Director
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.
Communication
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.
Experience
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.
Access
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."
Relationship
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.
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2024 Hightower Advisors. All Rights Reserved.