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Deals & People January 11, 2011
Bogner Joins Team at HighTower
HighTower
financial services completed its first tuck-in transaction, with Steve Bogner
bringing his practice to Richard Saperstein’s team
in New York.
Reported by Nicole Bliman
According to a HighTower news release, this is the first time that the financial services company has expanded its business by merging a new adviser’s practice into one of HighTower’s already established adviser teams.
Bogner currently manages $80 million in client assets. He previously spent 11 years as an adviser at Morgan Stanley Smith Barney’s Private Wealth Management division.
“We’re very pleased to welcome Steve and are confident that he will be a great new addition to our team as we continue to grow our high net worth advisory practice,” said Richard Saperstein, who joined HighTower in April 2009 and recently joined the HighTower Board of Directors.