Larry Restieri, CEO of Hightower Advisors, discusses the firm’s continued investment in its middle-office platform, Hightower One, designed to streamline onboarding and investment management, enabling advisors to focus on client relationships.
Restieri also addresses industry trends in AI and, more broadly, wealth technology, emphasizing how fintech tools can support advisors in delivering client services without replacing the advisor-client relationship.
Restieri shares leadership principles drawn from his career at Goldman Sachs and in leading Ayco, highlighting servant leadership, trust-building, transparency and a clear vision under Hightower’s “3.0” strategy.
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