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Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.
Adams Street Partners was founded in 1972 as the growth equity division of First National Bank of Chicago, where it was known as First Chicago Investment Advisors. [ 2 ] [ 5 ] [ 6 ] In 1989, its CEO Gary P. Brinson led a $100 million management buyout of the division from First Chicago Corporation and spun it out as a separate firm named ...
First Chicago Advisors became a separate money management company in 1983. Through the 1980s, Brinson established himself as a pioneer in the development of the theory of asset allocation [ 3 ] Brinson pushed for allocation across stocks, bonds, cash, real estate, venture capital and other alternative asset classes using simple cost effective ...
Trott is currently the Chairman and co-CEO of the firm while Gregg Lemkau who was previously CEO of MSD Partners is the other co-CEO. [2] [3] [4] Dina Powell left Goldman Sachs to join the firm in May 2023. [5] BDT & MSD is co-headquartered in Chicago and New York City with additional offices in Santa Monica, Dallas, and elsewhere. [6]
2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
Since 2016, Chicago-based Vij — who earns $183,000 a year as a regional sales manager for an automation supplier — has built a portfolio of student rental properties worth $2.3 million. Don ...