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Financial advisers the Rand Group has moved from Morgan Stanley to HighTower.
The Rand Group, which made the move in mid-March, oversees $200 million in client assets and is located in Newport Beach, Calif., and on Maui.
“HighTower’s superior technology offering and robust middle-office infrastructure are proven drivers of operating efficiency and growth,” said Michael Parker, chief development officer at HighTower. “The Rand Group joins our community of elite financial advisers at a time when our business is evolving to meet ever-increasing marketplace demand.”
The Rand Group specializes in serving small-business owners on Maui and in California with financial planning, investment selection, insurance and more.
The Rand Group is led by managing directors and partners Paul Rand, Joel Rand and Sarah Minakary. Others on the team include Christina M. Wolfe, director of client service and operations, and Karie Haider, manager of client service.