Roman Adam Ciosek
Portfolio Manager-Equities at HighTower Advisors LLC
Profile
Mr. Roman A.
Ciosek is a Managing Director & Partner at HighTower Advisors LLC.
He has developed a Wealth Management Practice that incorporates a holistic view on the client with an eye toward strategic and tactical solutions and has over 25 years of experience in the Financial Industry.
Mr. Ciosek is currently involved with the Port Chester, Rye Brook, and Rye Chamber of Commerce and serves on the board.
He spent 13 years at Morgan Stanley Smith Barney.
Mr. Ciosek has also worked closely with numerous non-profit organizations.
He is a two-time past president of the Port Chester-Rye Brook Rotary Club, of which he has been a member since 2001.
He has also been involved in various Rotary District roles including past District Foundation Member.
Mr. Ciosek received his Psychology and Business degree from the State University of Stony Brook.
He is an Accredited Investment Fiduciary, an outside course of study from the Center for Fiduciary Studies.
The center operates in association with the University Of Pittsburgh Joseph S.
Katz Graduate School Of Business.
Mr. Ciosek has earned the Certified Exit Planning Advisor (CEPA) designation and is also a member of the Investment Management Consultants Association (IMCA) which is dedicated to higher education in the field of financial consulting.
Roman Adam Ciosek active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 2010-01-31 |
Former positions of Roman Adam Ciosek
Companies | Position | End |
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Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | - |
Training of Roman Adam Ciosek
Stony Brook University | 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 |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
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