Articles tagged "Mike Papedis"


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Elliot Weissbluth pooh-poohs the idea that HighTower faces channel conflict as 'stupid and uninformed'

The roll-up has added franchise- and outsource-type channels in the wake of a capital raise that failed to materialize

March 14, 2014 — 5:59 AM UTC

Top recruiter Kevin Geary exits HighTower

The departure of the acclaimed Schwab veteran is a palpable sign for some that the roll-up is going in a new direction

January 27, 2014 — 6:27 PM UTC

HighTower shifts into high gear with a three-team, $1.2 billion AUM in-three-weeks spree

An alpha predator in 2010, 2011, the Chicago-based rollup, now with with 260 employees, roars again, twice at Merrill Lynch and once at UBS

December 2, 2013 — 6:19 PM UTC

Deal-making momentum is AWOL 'for reasons unknown,' but HighTower Advisors wins an outsource deal with a fresh $500 million Morgan Stanley breakaway

This deal looks pretty normal, but the Alabama sign-on looks like a pioneer in this eerily quiet market

September 18, 2013 — 3:32 AM UTC

Why Roger Shaffer happily agreed to become a 'HighTower' advisor without getting paid for his practice

After two decades at Merrill and then SunTrust, the Atlanta advisor finally found the right admixture of autonomy, open architecture and paternal assurance

June 4, 2013 — 5:06 PM UTC

$2-billion HighTower practice hosts UHNW event relating to financial -- and personal -- security

When to tell kids how rich they are and how to unmask sketchy construction workers are two topics covered

April 11, 2013 — 4:36 PM UTC

Fidelity goes to the Wall Street Ritz-Carlton with five partner firms and preaches going independent more dependently

The takeaway at this hybrid mini-summit: Yes you can -- but probably not without some serious backup

March 4, 2013 — 6:32 PM UTC

It won't be long before HighTower's fee-for-service channel revenues draw even with its partner firm revenues

Chicago aggregator is in talks with 50 firms about signing up with the newly unveiled Network and Alliance options

March 4, 2013 — 4:50 AM UTC

HighTower grabs sought-after $650 million Merrill Lynch 'life sciences' team and shrugs off recent deal slowdown

In the old money town of Philadelphia, the strategic buyer is 'planting a flag' and going after new wealth created in the biotech realm

February 20, 2013 — 5:58 PM UTC

After a five-month deal-making hiatus, HighTower adds a couple of advisors and hints at a busy 2013

The serial buyer nabs a combined $400-million of tuck-ins-as-partners after a deliberate breath-catching and a financing no-go

January 14, 2013 — 8:41 PM UTC