HighTower Enters Colorado Market with New Team in Denver
CHICAGO, Feb. 21, 2017 /PRNewswire/ — HighTower announces that The Kelly & Wohlner Group has joined the HighTower community. Managing Directors Jeffery Kelly and Brian Wohlner and their team manage $160 million in assets and transitioned to the HighTower platform from UBS. The team is located in Denver, Colo.
«HighTower welcomes elite financial advisor teams with a commitment to the fiduciary standard and rapid growth,» said Michael Parker, Chief Development Officer, HighTower. «Our culture, brand and platform, as well as our collaborative community, create an environment where teams like The Kelly & Wohlner Group can serve their clients and build their businesses.»
Mr. Kelly was with UBS Wealth Management for more than 10 years as a Senior Vice President Investments and Senior Portfolio Manager in the firm’s Portfolio Management Program. Prior to that, he spent 11 years as a Senior Vice President at Morgan Stanley. Mr. Wohlner joined UBS in 2014 as a financial advisor developing and executing wealth management strategies for high-net-worth individuals, families, and business owners. Prior to joining UBS, he provided merger and acquisition, capital raising and strategic advisory counsel to companies in the healthcare sector at Quadriga Partners LLC, a Denver-based investment bank and financial advisory firm.
«The HighTower platform of sophisticated investment solutions and services delivers a competitive advantage to our firm while reinforcing our commitment to upholding our clients’ best interests,» said Mr. Kelly. «Becoming part of the HighTower community is an exciting step forward for our firm and our clients.»
For media inquiries, please contact Melinda Brodbeck, JConnelly, at 973-850-7348 or [email protected].
HighTower is a national firm built by and for elite financial advisors. HighTower advisors commit to the fiduciary standard: a binding promise to put our clients’ interests first. Powered by a proprietary technology and investment platform, HighTower embraces bold change to create a culture of collaboration and growth and to meet the evolving needs of sophisticated investors. For more information, see www.hightoweradvisors.com and www.byadvisorsforadvisors.com.
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