Leadership Overview
Hightower has 10 executives leading key functions including strategy, financial oversight, operational scaling, human capital, and technological innovation.
Committed to delivering comprehensive wealth management solutions, Hightower empowers families and institutions through a nationwide network of specialized investment professionals and robust financial planning services.
Committed to delivering comprehensive wealth management solutions, Hightower empowers families and institutions through a nationwide network of specialized investment professionals and robust financial planning services.
Leadership Roles at Hightower
Stephen Reckling - Chairman & Chief Executive Officer
Stephen Reckling, the Chairman & Chief Executive Officer at Hightower, directs the overarching strategic vision for the national wealth-management platform. Reckling architects long-term growth initiatives while overseeing the expansion of services for individuals, families, and institutional clients across the United States. By aligning the firm with evolving market demands, the Chairman & Chief Executive Officer ensures that investment advisory and portfolio-management services maintain high standards of excellence. Stephen Reckling maintains direct oversight of board relations and corporate governance, fostering a culture of fiduciary responsibility. Through rigorous analysis of industry trends, the Chairman & Chief Executive Officer drives the firm toward sustainable competitive advantages. This leadership role involves constant evaluation of the national network to ensure consistent delivery of financial planning and retirement solutions. Ultimately, Reckling secures the firm's position as a premier provider of wealth-management services.
Christopher Ure - Chief Executive Officer & Managing Director
Christopher Ure, the Chief Executive Officer & Managing Director at Hightower, executes the daily operational strategy and manages the firm's diverse portfolio of wealth-management services. Ure drives the integration of new financial advisors into the national network, ensuring seamless adoption of the firm's investment advisory standards. Christopher Ure oversees the delivery of retirement planning and family office services, focusing on client-centric outcomes across all regional markets. By coordinating with specialized investment professionals, the Chief Executive Officer & Managing Director optimizes the service model for foundations and institutional clients. This role requires constant monitoring of operational efficiency to support the firm's growth objectives. Through strategic resource allocation, Ure enhances the value proposition for all stakeholders. The Chief Executive Officer & Managing Director maintains a focus on scaling the business while upholding the core mission of providing comprehensive financial guidance to a broad client base.
Nicolas Mutch - Chief of Staff To the Chief Executive Officer and Head of PMO
Nicolas Mutch, the Chief of Staff To the Chief Executive Officer and Head of PMO at Hightower, manages the project management office and supports the strategic agenda of the Chief Executive Officer. Mutch directs the execution of complex initiatives that span the firm's national wealth-management operations. Nicolas Mutch oversees the prioritization of projects, ensuring that resources are allocated to activities that drive the most significant business impact. By facilitating alignment between the executive office and the project management teams, the Chief of Staff To the Chief Executive Officer and Head of PMO ensures that strategic goals are met with precision. This role involves monitoring the progress of key initiatives and identifying potential risks to the firm's growth. Through rigorous project oversight, Mutch supports the firm's ability to deliver consistent investment advisory and financial planning services. The Chief of Staff To the Chief Executive Officer and Head of PMO drives operational excellence across the organization.
Dan Berg - Chief Financial Officer
Dan Berg, the Chief Financial Officer at Hightower, manages the fiscal health and capital allocation strategies for the national wealth-management platform. Berg oversees financial reporting, budgeting, and long-term investment planning to ensure the firm remains well-positioned for growth. Dan Berg directs the financial analysis of potential acquisitions and partnership opportunities within the investment advisory sector. By maintaining rigorous internal controls, the Chief Financial Officer supports the firm's commitment to transparency and fiduciary excellence. This leadership role involves close collaboration with the executive team to align financial resources with strategic business goals. Through careful management of the balance sheet, Berg ensures the firm possesses the necessary capital to support its nationwide network of financial advisors. The Chief Financial Officer drives efficiency across all departments, ultimately securing the financial stability required to serve families, foundations, and institutional clients effectively.
Rohit Punyani - Chief Operating Officer
Rohit Punyani, the Chief Operating Officer at Hightower, directs the internal business processes and infrastructure required to support the firm's nationwide wealth-management operations. Punyani architects scalable workflows that enable financial advisors to deliver high-quality investment advisory and retirement planning services. Rohit Punyani oversees the implementation of operational best practices across the firm's regional network, ensuring consistency in service delivery for individuals and family offices. By streamlining administrative functions, the Chief Operating Officer enhances the overall efficiency of the wealth-management platform. This role involves managing the intersection of client service and operational capacity to support rapid business growth. Through the optimization of internal systems, Punyani ensures that the firm remains agile in a competitive financial landscape. The Chief Operating Officer drives the execution of strategic initiatives that improve the daily experience for both advisors and the clients served by the firm.
Patrick Dunne - Chief Operating Officer & Managing Director
Patrick Dunne, the Chief Operating Officer & Managing Director at Hightower, manages the firm's supply chain of investment products and the logistics of service delivery for the national network. Dunne directs the operational relationships with external partners and custodians to ensure seamless portfolio-management execution. Patrick Dunne oversees the implementation of standardized service models that support the firm's commitment to individuals, families, and foundations. By focusing on the operational aspects of the investment advisory business, the Chief Operating Officer & Managing Director enhances the firm's ability to scale its services across the country. This role involves coordinating with other C-suite leaders to ensure that operational capabilities align with the firm's strategic growth targets. Through the management of key operational partnerships, Dunne supports the firm's reputation for reliability and excellence. The Chief Operating Officer & Managing Director drives the continuous improvement of the firm's service delivery infrastructure.
Bruce Migdalof - President
Bruce Migdalof, the President at Hightower, directs the firm's market-facing activities and oversees the growth of the national wealth-management platform. Migdalof architects strategies to expand the firm's presence among individuals, families, and institutional clients. Bruce Migdalof manages the relationships with key stakeholders and ensures that the firm's investment advisory and financial planning services meet the needs of a diverse client base. By driving business development initiatives, the President supports the firm's goal of becoming the premier provider of wealth-management services. This role involves collaborating with the executive team to refine the firm's market position and service offerings. Through the oversight of regional growth strategies, Migdalof ensures that the firm maintains its competitive advantage in the investment industry. The President drives the execution of the firm's mission, ensuring that all efforts are focused on delivering superior financial outcomes for the clients served by the firm.
Delia Ayer - Chief of Staff
Delia Ayer, the Chief of Staff at Hightower, coordinates cross-functional initiatives and facilitates communication between the executive leadership team and the broader organization. Ayer manages the strategic priorities of the firm, ensuring that all departments align with the overarching mission of providing superior wealth-management services. Delia Ayer oversees the execution of key projects that support the firm's national expansion and operational goals. By acting as a central point of contact for the leadership team, the Chief of Staff drives organizational cohesion and clarity. This role involves monitoring progress on critical business objectives and identifying areas for process improvement. Through effective management of internal workflows, Ayer supports the firm's ability to serve individuals, families, and institutions with precision. The Chief of Staff ensures that the executive team remains focused on high-impact activities that advance the firm's position as a leader in the investment advisory industry.
Doug Besso - Chief Technology Officer
Doug Besso, the Chief Technology Officer at Hightower, architects the digital infrastructure and technological solutions that power the firm's wealth-management platform. Besso directs the development of secure, scalable systems that support investment advisory, financial planning, and portfolio-management services. Doug Besso oversees the integration of advanced data analytics and cybersecurity measures to protect the interests of individuals, families, and institutional clients. By leveraging modern technology, the Chief Technology Officer enhances the efficiency of the firm's nationwide network of financial advisors. This role involves evaluating emerging technologies to maintain a competitive edge in the financial services industry. Through the implementation of robust digital tools, Besso ensures that the firm provides a seamless and secure experience for all clients. The Chief Technology Officer drives innovation across the organization, supporting the firm's commitment to delivering high-quality, technology-enabled wealth management solutions.
Jennifer Krevitt - Chief Human Resources Officer
Jennifer Krevitt, the Chief Human Resources Officer at Hightower, directs the talent acquisition, development, and retention strategies for the firm's nationwide workforce. Krevitt architects programs that attract top-tier financial advisors and specialized investment professionals to the platform. Jennifer Krevitt oversees the organizational culture, ensuring that the firm's commitment to fiduciary excellence and client service remains central to the employee experience. By managing performance management systems and professional development initiatives, the Chief Human Resources Officer supports the growth of the firm's human capital. This role involves aligning human resources policies with the firm's strategic business objectives to foster a high-performance environment. Through the cultivation of a diverse and skilled team, Krevitt ensures the firm maintains its reputation as a premier destination for wealth-management talent. The Chief Human Resources Officer drives initiatives that empower employees to deliver exceptional service to individuals, families, and institutions.
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