HighTower has entered into its 39th partnership with the addition of Klein Wealth Management.
Melville, N.Y.-based Klein Wealth Management manages more than $210 million in client assets and specializes in security analysis, investment management and philanthropic services.
Founder Peter J. Klein, CFA, joins HighTower as a partner and managing director. A 20-year financial services industry veteran, he previously served as a senior vice president of investments at UBS.
Klein is also the author A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation, published in 2012, where he outlines his best practices for managing charitable foundations.
In addition to Klein, the practice consists of Jane E. Voorhees as director of client service.