Profil
Mr. Joseph G.
Romano, III, is Partner & Managing Director at HighTower Advisors LLC.
He works with individuals and business owners to develop financial planning strategies, asset allocation and investment strategies.
His focus is consulting with small-to-mid corporations and public entities on strategies for managing their operating capital, investment portfolios, retirement plans, lending solutions, and liquidity strategies.
Previously, he was a First Vice President of Investments at Merrill Lynch from 1998 to 2011.
Mr. Romano received his B.A.
in Marketing from Kent State University (Ohio).
Anciens postes connus de Joseph G. Romano
| Sociétés | Poste | Fin |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joseph G. Romano
| Kent State University (Ohio) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
| Merrill Lynch & Co., Inc. | Finance |
