Dr. Eugene Lerner Email Address

Executive Chairman

A national financial services company that serves high net worth and institutional clients. It is fully-capitalized by institutional investors and senior financial services executives who have no interest or involvement with its product selection or research, which eliminates conflicts of interest.

Dr. Eugene Lerner is a Managing Director and Partner at HighTower. Previously, Eugene was a Director of Wealth Management at Morgan Stanley Smith Barney where he managed money on a discretionary basis for high net-worth individuals. Before joining Morgan Stanley Smith Barney, through predecessor firms, he served on the Board of Governors of the Chicago Stock Exchange, was President of his own investment advisory firm, Disciplined Investment Advisors, for over 20 years, and Senior Vice President at Morgan Stanley. Eugene Lerner is a Professor Emeritus of Finance at Northwestern University’s Kellogg Graduate School of Management. Before joining Kellogg in 1966, he served on the faculty of the graduate business school at New York University, CCNY and UCLA. He received his BA and MA in Economics from the University of Wisconsin and his PhD in Economics from the University of Chicago. The experiences of providing investment consulting and investment management services, along with his research interest in the areas of stock, bonds and regulation of the financial industry, have earned him international distinction in the field of finance. Dr. Lerner has traveled throughout the world as a visiting faculty member at universities in Thailand, Korea, South Africa, Ireland, France, Ecuador, Venezuela and Switzerland. He has served as a Senior Economist to the Banking and Currency Committee of the House of Representatives, was an Economist for the Federal Reserve Bank of Chicago, and has testified at numerous legislative hearings on a wide range of financial topics. Dr. Lerner is the author of eight books on financial and investment strategies. He has written more than 60 articles for publication in leading scholarly journals such as the Journal of Finance, Journal of Money and Credit, and the American Economic Review. He has also prepared various monographs and authored articles for publication in a wide range of books about finance and the economy.