Profilo
Mr. Walter J.
Gondeck is a Managing Director & Partner at HighTower Advisors LLC.
He is the chief Portfolio Manager responsible for implementing and refining the investment process created by the founder, Dr. Eugene Lerner.
Mr. Gondeck is also in charge of the strategic direction of the practice and synthesizes and communicates our market outlook through our monthly letter and monthly seminars.
In his tenure with the Lerner Group at HighTower, he has expanded our core equity strategies to include fixed income, which came with the addition of the team's dedicated bond trader.
Mr. Gondeck has spent the past several years expanding the Lerner Group's service offerings to include all aspects of wealth management, specifically financial and estate planning.
He believes that the first step in assessing a person's entire financial picture is to review or create an estate plan.
His history as Dr. Lerner's protege began in December 2003 when he entered the Morgan Stanley training program and graduated 1st in his class.
By this time (March 2006), Mr. Gondeck was a 3-year Member of the Pacesetter's Club.
He conducted biweekly research with Gene to make the buy and sell decisions on individual equities and asset allocation targets.
Over time, and while still with the Lerner Group at Morgan Stanley Smith Barney, he expanded their equity investment strategies from 4 to 9.
He worked up to Senior Vice President at Morgan Stanley Smith Barney before making the transition with his partners, Gene and Ming to join HighTower.
He also worked at US Bank in the Float management department.
Mr. Gondeck graduated from Marquette University in 2002 with a Bachelor of Science degree in Finance and earned his MBA from Northwestern University's Kellogg School of Management.
He holds his FINRA Series 7, 31, and 66 licenses.
Posizioni attive di JR Gondeck
| Società | Posizione | Inizio |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestore di Portafoglio-Azioni | 01/07/2012 |
Precedenti posizioni note di JR Gondeck
| Società | Posizione | Fine |
|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | 31/12/2008 |
Formazione di JR Gondeck
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Marquette University
Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















