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HighTower launches new team in Boca Raton


HighTower has launched in Boca Raton, Florida with the addition of a team from UBS under the leadership of Managing Directors Chris Ure and Al Martinez.

"The HighTower platform fuels rapid growth and enhances operational efficiency for independent advisors, who might otherwise have to spend 20 to 30 per cent of their time on the day-to-day management of their businesses," says Michael Parker, Chief Development Officer at HighTower. "Teams that join HighTower can focus on serving their clients and building their businesses in the company of other elite financial advisors."

HighTower Boca Raton develops and implements customised investment solutions for high-net-worth individuals, families and businesses. The team's expertise includes goals-based financial planning, diversified portfolios, wealth transfer, generational wealth planning and investor education.

Prior to joining HighTower, Ure and Martinez both held management and leadership roles at UBS Financial Services and Morgan Stanley Smith Barney. Ure also worked for Ernst & Young and several entrepreneurial business ventures in Broward County, Florida. The HighTower Boca Raton team also includes Director Jordan Rae, previously a financial advisor with UBS. They manage USD125 million in assets.

"HighTower has a proven track record for driving the business growth of top financial advisor teams," says Ure. "We selected HighTower for their commitment to growth, dedication to clients, and for the opportunity to leverage their unmatched expertise and resources on behalf of our business and our clients."

HighTower Boca Raton is the third new HighTower team this year and the second in Florida, following The Rand Group (dually located in Newport Beach, Calif. and Maui, Hawaii) and The Otto Group (Sarasota, Florida.). The firm's steadily growing presence in Florida currently includes eight teams located throughout the state.

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