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Hightower Advisors pairs 'Moss Adams' whip-crack training with latest (reported) $600 million Goldman Sachs-led capital raise to give organic, and inorganic, growth a better chance

ex-Mark Tibergien protégé, Philip Palaveev, designs failable two-year management program for Hightower advisors, using Fidelity G2 Leadership Institute as a template -- and his marathon career as the teachable metaphor

Author Lisa Shidler November 2, 2020 at 10:32 PM
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Philip Palaveev: Spending time and resources to train the next generation [of leaders] is almost never unsuccessful.

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The new CEO will need to somehow weave together the debris of the first roll-up run and the new one to the satisfaction of RIAs and the hundreds of people already inside the HighTower umbrella

March 20, 2019 at 11:32 PM

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July 7, 2023 at 9:36 PM

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January 19, 2023 at 3:31 AM

Elliot S. Weissbluth, Hightower Advisors mastermind, cashes out and vacates chairman role as Pershing's ex-CEO Lisa Dolly takes a board seat

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February 19, 2021 at 8:58 PM

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

The Ensemble Practice LLC
Consulting Firm
Top Executive: Philip Palaveev




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