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Chicago-based Hightower Advisors has announced that affiliate group Altium Wealth Management has entered into a partnership with a wealth advisor team based in Boston, according to an October 2 press release.
Kimberly Clouse is joined by fellow advisor Kristen Caseley as part of a team that will specialize in family wealth advisory services for high-net-worth clients. Both have served as advisors to wealth management company AdvicePeriod since July 2020.
The partnership will bring Hightower’s Altium to total AUM of over $6B. As of June 30, Hightower itself oversees client assets of approximately $156B.
Written By: Dakota
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