• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
    • Advisor Transition Report 2022 – NEW!
    • Merrill Information Hub
    • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools For Advisors
    • NEW – Diamond Consultants Advisor Transition Report 2022
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

In the News

Charles Andriole, Geoffrey Gregory, Robert Deluca, Matthew Montana of the Andriole Group

Posted by Mindy Diamond

HIGHTOWER EXPANDS INTO CONNECTICUT WITH THE ANDRIOLE GROUP

HighTower, the nation’s destination of choice for entrepreneurial advisors seeking greater independence and practice control, announces the addition of The Andriole Group to the HighTower partnership. This is the second advisor team transition HighTower has completed in the past two weeks.

The Andriole Group manages $700 million in client assets, and  offers  broad  capabilities  to deliver customized financial strategies for high-net-worth individuals and families, as well as their related businesses and select non-profit organizations. Founder Charles Andriole, CPM®, CIMA®, along with the firm’s other principals — Geoffrey G. Gregory, CFM, CRPC®; Robert A. DeLucca and Matthew J. Montana, CFP® — join HighTower as Partners and Managing Directors.

“Charles and his team put the HighTower philosophy into practice every day, combining their diverse expertise to help clients achieve  their  financial  goals,”  said  Mike  Papedis,  Executive Vice President of HighTower. “More than just a cultural ally, HighTower is able to fully support sophisticated teams with the flexibility and freedom to grow their practice at every stage of its life cycle.”

Formerly part of Merrill Lynch Wealth Management, The Andriole Group focuses on meeting the increasingly complex needs of entrepreneurs and high-net-worth individuals and families through in-depth capabilities in mergers and acquisitions, capital raises, trust and estate planning, intergenerational wealth transfers, philanthropy, tax-efficiency strategies  and concentrated stock and options management.

The team is the 40th to join the HighTower partnership since the firm’s founding five years ago, and is the first HighTower team based in Connecticut. In addition to the team’s principals, The Andriole Group includes Wealth Management Advisors Eric C. Hanson, CRPC®; Christopher P. McFadden and Alexandra J. Miele, CFP®, and Senior Client Service Associates Michele M. Arsenault and Carol A. Aragon.

“While the culture of Wall Street has eroded in recent  years,  HighTower  has  emerged  as  a beacon of client-focused financial advice,” Mr. Andriole said. “Their partnership empowers us to meet our clients’ diverse and complex needs today, while we build on our core competencies and develop our individual team members to anticipate and prepare for the challenges and opportunities of the future.”

You may also be interested in...

Share
0

About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

    Recent News & Articles

    • As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits
    • Winners and Losers: The Year that Was in the Wealth Management Recruiting Space
    • Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline
    • What Really Makes Financial Advisors Happy?
    • The big questions facing SVB advisors and their clients
    See. Here. Now.
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map