RJ Wealth Management has joined the HighTower partnership in New York. The firm is led by husband and wife team Jeffrey Vogel and Ruth Berger. Both have joined HighTower as partners and managing directors. Their firm specializes in investment and retirement planning, and strategies for concentrated stock positions and stock options. The team also includes registered senior client associate Sadie Lanzet and client associate Chris DiCostanzi.
The firm manages approximately $300 million in assets and was previously part of the Global Wealth Management Group at Merrill Lynch.
This is the 42nd team to join HighTower, and the 8th to join HighTower’s New York headquarters.
Please send On the Move items to Kathy Lynch.