Profile
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).
Former positions of Joseph G. Romano
Companies | Position | End |
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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. | Portfolio Manager-Equities | - |
Training of Joseph G. Romano
Kent State University (Ohio) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
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