People Moves

Chicago's HighTower Adds $340 Million With Maryland Hires

Eliane Chavagnon Reporter 15 January 2013

Chicago's HighTower Adds $340 Million With Maryland Hires

HighTower has made two senior hires in Maryland, adding to its Baltimore-based Kelly Wealth Management and Bethesda practices.

In Baltimore, Matt Moore joins Kelly Wealth Management as a managing director with $200 million in assets, while Stephen Rosen joins HighTower Bethesda as a managing director and partner with $140 million.

Moore has over 20 years of experience in the financial services industry and works with affluent families, individual clients, closely-held businesses and non-profit organizations. He previously served as a senior financial advisor and first vice president of investments at Merrill Lynch.

Rosen is latterly of UBS and specializes in financial planning and portfolio management for high net worth individuals. He has 18 years of industry experience.

HighTower is an advisor-owned firm that specializes in HNW and institutional clients, with headquarters in Chicago, IL, and corporate bases in New York and San Francisco.

 

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