The Leventhal Group is the eighth advisory firm to join HighTower this year. The group is led by Jeff Leventhal who joins HighTower as Partner and Managing Director, and Evan Nowack who joins HighTower as a financial adviser.
“The Leventhal Group is consistently recognized as one of the top adviser teams in the Bethesda area and in the country,” said Michael Parker, Managing Director, Business Development at HighTower. “We are thrilled they are joining HighTower. We look forward to helping them grow their practice by combining their innovative strategies and dedication to client satisfaction with the best products and services available to deliver unmatched value for their clients.”
Jeff Leventhal has 17 years of experience in the financial industry, having worked at UBS since 2003. Prior to that, he worked at Merrill Lynch for eight years. Nowack also worked at UBS, where he served as Vice President of Investments, specializing in asset allocation modeling, investment strategy and financial planning.
HighTower is a national, adviser-owned financial services company serving high-net-worth and institutional clients. It is a dually-registered, multi-custodial firm, headquartered in Chicago with additional corporate centers in New York and San Francisco. Other partnerships that transpired in 2011 include VWG Wealth Management, Masterson, Emma & Associates, and The Morgia Group.