Our Team

We’ve spent over 15 years working with individuals, couples, and multi-generational families. Our goal is to help clients make better financial decisions in a changing and complex world.

Jeffrey Vogel

Managing Director, Partner

Ruth Berger

Managing Director, Partner

Sadie Lanzet

Director, Client Service and Operations

Christopher DiCostanzi

Director, Trading and Information Services

Han Wang, CFA

Wealth Advisor

Andrea Weldon

Client Service Associate

Let's Get Started.

Reach out today to explore how our trust services can help support your financial goals, protect your wealth, and safeguard your legacy.

LET'S CHAT

300 Madison Avenue
29th Floor
New York, NY 10017

Phone: (917) 580-6041
Fax: (917) 591-4906
Toll free: (800) 894-6040

Overview
Team
Structure
- Fiduciary Standard
- Our Custodians
Services
- Financial Planning
- Executive Compensation
- Insurance
- Lending
- Operational Support
Investments

Resources
- Custodians
- Resources
- Reporting
- Trade Execution
- Trust Services
FAQs

Legal & Privacy
Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org