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Deals & People November 29, 2010
The Morgia Group Joins HighTower
The Morgia Group has joined HighTower, an open-source, adviser-owned cooperation of established practices specializing in high-net worth and institutional clients.
Reported by Nicole Bliman
The Morgia Group is based in New York. Tony Morgia is the team’s founder and is now a partner at HighTower. Before founding The Morgia Group, he spent more than 30 years at Smith Barney.
Other team members include Michael Morgia who began his career at Smith Barney in 1988 and is currently the team’s equity portfolio manager. Philip (P.J.) Banazek was previously a Senior Portfolio Manager at Morgan Stanley Smith Barney and spent 12 years as a Certified Public Accountant. Mark Banazek joined The Morgia Group in 2004 and was previously a financial consultant for two large banking firms.
HighTower, headquartered in Chicago, launched in 2008 (see “Adviser-Owned, National Investment Advisory Firm Launches“).