Shira Elizabeth Katsir

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 11/2016
  Captrust
  Raleigh, NC
• 12/2016 → 08/2019
  Captrust
  Raleigh, NC
• 03/2020 → 10/2020
  Stearns Financial Group
  Chapel Hill, NC
• 09/2019 → 02/2020
  Unemployed
  Raleigh, NC
• 10/2020 → Present
  Hightower Advisors Llc
  Greensboro, NC

Previous Registrations

• 2020-03-23 → 2020-11-09
  Stearns Financial Group
  Chapel Hill, NC

Designations

• Certified Financial Planner