The Lerner Group at Hightower Advisors, a Deerfield, Illinois, wealth management firm, has promoted Michael Schneider, Megan Kowalski and David Sokolovsky to partner and managing director.
They will lead initiatives in the firm’s family office space business, the firm said in a statement.
Schneider and Sokolovsky, who are based in the firm’s Deerfield office, have been with Lerner for eight years and three years, respectively. Kowalski, who works in the firm’s Boca Raton, Florida, office, has been with the firm for nine years.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
With elder scam losses near $3 billion, 52 groups urge senators to pass H.R. 9500 before a new Congress resets the clock
White House also sends two CFTC commissioner picks to the Senate, marking the first Democrats tapped for either Wall Street regulator under Trump's second term
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
