Justin Edward Towey
Analyst-Equity bei HighTower Advisors LLC
Profil
Mr. Justin E.
Towey is a Managing Director & Partner at HighTower Advisors LLC.
He focuses on investment analysis, strategy and portfolio management.
He thrives on the intensity required to maintain a current perspective on the economic and geopolitical issues that impact clients’ investments, and deeply values the personal relationships that the Morse, Towey & White team forms with its clients.
He devotes significant time and energy to monitoring investment portfolios for asset allocation, researching alternative asset vehicles, assessing money managers’ activities and discussing specific investment strategies directly with clients.
He works to ensure that clients benefit from the individual skills and strengths of each member of the Morse, Towey & White team.
Along with Andy Morse, he is responsible for managing the team’s proprietary investment portfolio and overseeing the firm’s daily operations.
Mr. Towey joined the Atlanta office of Salomon Smith Barney, where he supported the branch’s top investment consultant in executing separately managed account business.
During this time, he gained an in-depth understanding of asset allocation.
Looking to play a more active role in money management, he joined the Morse Group at Salomon Smith Barney in 1999.
He later earned the UBS Private Wealth Advisor title, a designation reserved for select financial advisors equipped to handle ultra-high net worth clientele.
Mr. Towey received his undergraduate degree from Coker College and earned the designation of Certified Investment Management Analyst from the University of Pennsylvania’s Wharton School of Business.
He holds his FINRA Series 7, 63, and 65 licenses as well as a life and health insurance license.
Aktive Positionen von Justin Edward Towey
Unternehmen | Position | Beginn |
---|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Analyst-Equity | 01.07.2010 |
Ehemalige bekannte Positionen von Justin Edward Towey
Unternehmen | Position | Ende |
---|---|---|
Morse Group, Inc.
Morse Group, Inc. Engineering & ConstructionIndustrial Services Morse Group, Inc. specialized in residential construction, drywall and insulation contracting services. The company was founded in 1987 and is headquartered in Temecula, CA. | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Salomon Smith Barney, Inc. | Corporate Officer/Principal | - |
Ausbildung von Justin Edward Towey
Coker College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Salomon Smith Barney, Inc. | Finance |
Morse Group, Inc.
Morse Group, Inc. Engineering & ConstructionIndustrial Services Morse Group, Inc. specialized in residential construction, drywall and insulation contracting services. The company was founded in 1987 and is headquartered in Temecula, CA. | Industrial Services |