The Lerner Group Employee Directory

The Lerner Group corporate office is located in 5200 Town Center Cir Ste 105, Boca Raton, Florida, 33486, United States and has 11-50 employees.

the lerner group

Employees by Department

Departments

Number of employees

Finance

Operations

Medical & Health

Key Employees of The Lerner Group

CH
Camille Housto...
Office Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

The Lerner Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from The Lerner Group

Hundreds of professionals searching for The Lerner Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

TS
Tyler Steele
Email Direct
Junior Estate & Wealth Planning Strategist
United States , Florida , Boca Raton

TK
Timothy Kiriposki
Email Direct
Senior Private Wealth Associate
United States , Florida , Boca Raton

CH
Camille Houston
Email Direct
Office Manager
United States , Florida , Boca Raton

KD
Kristin Donnelley
Email Direct
Wealth Advisor & Family Office Consultant
United States , Florida , Boca Raton

AG
Angela Grannan
Email Direct
Private Wealth Advisor
United States , Florida , Boca Raton

JF
Jaimee Farrington
Email Direct
Wealth Advisor
United States , Florida , Boca Raton

DT
Didier Thierry
Email Direct
Financial Analyst
United States , Florida , Boca Raton

ZS
Zachary Sherman
Email Direct
Paraplanner
United States , Florida , Boca Raton

JL
Jin Liu
Email Direct
Wealth Advisor
United States , Florida , Boca Raton

Former Employees at The Lerner Group

Explore people who held key positions, contributed to The Lerner Group's success, and advanced their careers.

Megan Kowalski

Managing Director, Par... at Hightower

Worked as Wealth Advisor

at The Lerner Group (2019-2022)

Direct

Silvia Cortez

Head of Marketing at Hightower

Worked as Private Wealth Associate

at The Lerner Group (2017-2021)

Direct

Amaris Herrera

Project Manager, Human... at Hightower

Worked as Executive Administrator

at The Lerner Group (2017-2021)

Direct

Mask Content

Real Estate Tax Senior at EY

Worked as Private Wealth Intern

at The Lerner Group (2019-2019)

Direct

Mask Content

Trading Specialist at Brookstone Capital Man...

Worked as Portfolio Operations Associate

at The Lerner Group (2024-2024)

Direct

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Frequently Asked Questions Regarding The Lerner Group Employees

How many employees does The Lerner Group have?

The Lerner Group has 11-50 employees

Who are The Lerner Group key employees?

Some of The Lerner Group key employees are Camille Houston

Where is The Lerner Group located?

The Lerner Group’s headquarters are located at 5200 Town Center Cir Ste 105, Boca Raton, Florida, 33486, United States

How do I contact The Lerner Group?

The Lerner Group Contact Info: Phone number: (561) 486-8338 Website: lerner.hightoweradvisors.com

What does The Lerner Group do?

The Lerner Group is a financial advisory firm based in Deerfield, IL, specializing in holistic wealth management for families. They offer services such as financial planning, estate coordination, and legacy planning, focusing on aligning family values with investment strategies. Their approach emphasizes communication and education to facilitate in... Read More

Is The Lerner Group a public company?

The Lerner Group is private company therefore does not currently have an official ticker symbol

See more information about The Lerner Group Employees