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FUNDRAISING NEWS | May 31, 2024

Highland Partners Shifts to LPL Financial

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Highland Partners Financial Services and its team of advisors have transitioned to LPL Financial, having previously been part of Momentum Independent Network, a subsidiary of Hilltop Holdings. Based in Glen Allen, VA, the firm manages approximately $400 million in assets.

Founded by Managing Partner Mark Hamby, Highland Partners aims to create a welcoming environment for like-minded advisors to pursue independence and effectively address their clients' investment needs. Hamby, with over 30 years of experience in the financial services industry, is celebrated for his entrepreneurial spirit.

The firm supports financial advisors J. Michael Duke, Thomas R. Kirby, Simon M. Joseph, and Elaine B. Miller in Virginia, Bernard R. Theis in Pennsylvania, and Lawrence Karpf, Jean E. Albanese, and Patricia E. Donelan in New Jersey. Each advisor operates an individual practice, focusing on providing families, business owners, and executives with comprehensive investment strategies and holistic financial planning.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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