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Articles tagged "Weissbluth"


Elliot Weissbluth: I can tell [advisors] life is better for you outside of the wirehouse and I didn’t know this fact three years ago.

HighTower dangles array of hedge funds to lure breakaways
Wirehouses have nothing on independents when it comes to access to hedge funds, firm says citing three-year study

Thursday 6.23.11
Shirl Penney: We wanted [the company] built to last rather than built to flip.

What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?
Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate

Monday 12.13.10
Mike Papedis: Elliot [Weissbluth CEO of HighTower] and I have been all over the country and getting sleep-deprived.

HighTower hires top recruiters from Schwab and LPL to help populate five new offices
Explosive West Coast growth -- including new offices in Portland, Scottsdale, LA and San Diego -- coupled with openings in Washington DC and Boston demands hiring more recruiters for more bandwidth

Friday 12.3.10
Andrew Morse: I have yet to work for an investment bank that hasn’t gone out of business or was brought back from the brink.

HighTower wins big UBS team and clinches 'critical mass'
The Chicago-based aggregator is breaking even and signing leases for more office space in three cities

Tuesday 8.3.10
Brett Sharkey: Quite honestly, I was not interested in the idea at first. Look! We have done it; we are out [of Smith Barney]. That taste of freedom is sweet.

HighTower wins its first-ever existing RIA after offering the breakaway a new way to do business -- and a chat with David Pottruck
Three Bridge Wealth Advisors surpised itself by giving up its 'sweet' freedom to regain the advantages of scale

Friday 7.23.10
Matthias Paul Kuhlmey is helping to create a blueprint for globally-minded breakaways

HighTower Advisors nabs a UBS team and shifts to new recruiting gear
Chicago company creates comfy nest for breakaways with overseas clients

Tuesday 11.10.09
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