Hightower Advisors

Randy Bullard is head of investment management at Hightower, where he leads the development of the firm's centralized investment management platform for advisors. He previously served as global head of wealth at Charles River Development and general manager for wealth at SigFig, and in 1999 he founded Placemark Investments, a firm involved in the development of Unified Managed Account programs. He holds a Bachelor of Science in computer science from the University of Texas and has completed the Series 63, 65, and 72 examinations.

Stephanie Link is Chief Investment Strategist, Head of Investment Solutions, and Equity Portfolio Manager at Hightower Advisors, where she works with the firm's advisory businesses and clients on the economy and markets. She previously served as Head of Global Equities research at Nuveen, spent seven years at TheStreet as Chief Investment Officer, and held roles at Prudential Equity Group and Dean Witter Reynolds. She holds a B.S. in finance from Boston College and is a CNBC contributor.

Barrett Lopez is general counsel at Hightower, leading the firm's legal department with a background in mergers and acquisitions and financial services regulation. He joined Hightower in 2019, previously serving as deputy general counsel, and has worked on structuring and negotiating the firm's acquisitions. Earlier in his career he practiced financial services law at Winston & Strawn in Chicago and worked as a corporate transactional attorney at McDermott Will & Emery in Washington, D.C. He holds a Bachelor of Arts from Amherst College and a Juris Doctor from Northwestern University School of Law.

Bob Lavigne has nearly 30 years of experience as a chief compliance officer, regulator, and consultant working with investment advisors, broker-dealers, insurance companies, and private fund organizations on compliance, supervision, risk management, and related matters. He previously served as CCO for a large independent RIA with over $300 billion in assets, was managing director and practice leader at Bates Compliance, and worked as a director at PwC and as a senior examiner at FINRA's Boston district office. He holds a B.S. in criminal justice from Westfield State University and an MBA from Anna Maria College.

Dan Berg is the chief financial officer at Hightower, overseeing functions including financial planning & analysis, treasury, investor relations, controllership, billing, and real estate. He joined the firm in 2012 and has held several financial leadership roles there. He holds a bachelor's degree in finance from the University of Illinois, an MBA from the University of Chicago Booth School of Business, and a Series 7 license.

Doug Besso has over 25 years of experience in financial services and works with his team to combine people, processes, and technology to support and scale financial advisory businesses. Before Hightower, he was senior vice president and head of information technology at Calamos Investments, and earlier served as senior vice president, managing director, and division information officer at Wachovia Securities.

Jared Schwartz is the chief risk officer at Hightower, where he leads enterprise risk management and develops strategies supporting the firm's growth and resilience. He has over two decades of experience in wealth management, with prior senior risk leadership roles at JPMorgan, AllianceBernstein, and Citi. He is a certified Financial Risk Manager (FRM) and holds an MBA from New York University's Stern School of Business.

Jenn Anderson is chief marketing officer at Hightower, overseeing brand strategy, advisor marketing, communications and growth initiatives across the firm's national network, having joined in 2020. She previously held leadership roles at Insight Partners, Epoch Investment Partners and Focus Financial Partners. She holds an MBA from Duke University and a bachelor's degree from Hamilton College.

Jennifer Krevitt is the chief human resources officer at Hightower, overseeing talent strategy, leadership development and organizational transformation. She founded Krevitt Consulting in 2024 and previously served as senior managing director and chief human resources officer at Invesco Ltd., following nearly 25 years at Goldman Sachs in senior human capital roles. She holds a BA in economics from the University of Pennsylvania and a JD from the University of Pennsylvania Carey Law School.

Matthias Kuhlmey is chief development officer at Hightower, which he joined in its early days and where he has helped shape the firm's growth strategy and organizational direction. He has more than 25 years of international financial industry experience, including senior roles at UBS, Julius Baer, and Deutsche Bank, and he teaches as an instructor at Columbia University's School of Professional Studies. He holds a degree in business law from Leuphana University in Germany and a degree in banking and finance from Hannover Business School.

Patrick Dunne is the chief operating officer at Hightower Advisors. He previously served as partner and COO at Jordan Park and as chief capital officer at LendingClub, where he oversaw the investor group and loan marketplace platform. Earlier in his career he was a managing director at BlackRock, including head of the San Francisco office and roles across iShares. He holds an economics degree from UC Berkeley and a master's in management from the Stanford Graduate School of Business.

Sarah Khan is the chief information security officer at Hightower, where she leads the firm's information security strategy and oversees protection of its enterprise systems and data. She has over 20 years of experience in IT and security, and previously worked as a senior IT manager at Calamos Investments. She holds a BS in electrical engineering from the University of Illinois Chicago and an MS in computer science from Northwestern University, and completed executive education in financial services at The Wharton School.

Scott Hadley is the chief advisory officer at Hightower, where he works on advisor value, the advisor and client experience, and organic growth. He previously served as senior vice president of RIA solutions at Osaic, Inc., leading the broker dealer's RIA efforts, and spent much of his career at Goldman Sachs in wealth management roles including co-head of product, head of client onboarding, and member of the global management team. He earned a bachelor's degree in finance from the University of Utah in 2006 and holds Series 66, 7, 9, and 10 licenses.

Scott Holsopple is chief strategy officer at Hightower, where he leads enterprise strategy and M&A and helps define the firm's value proposition for advisors and clients. He has about 20 years of experience across investment banking, private equity and wealth management, most recently leading west coast M&A efforts at an international firm focused on the wealth management industry. He holds a Bachelor of Science in finance from Penn State University.