JR Gondeck
Portfolio Manager-Equities at HighTower Advisors LLC
Profile
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.
JR Gondeck 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 | 01/07/2012 |
Former positions of JR Gondeck
Companies | Position | End |
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Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 31/12/2008 |
Training of JR Gondeck
Marquette University | Undergraduate Degree |
Kellogg School of Management | Masters Business Admin |
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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Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
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 |
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