News & Recognition
November 2015: On October 7th, the New York associates hosted an art reception for millennial prospects and influencers. What started as an idea of associate Quinn Portfolio turned into an immensely successful evening with over 45 guests. The event was held Pace Prints in Chelsea where guests mingled and enjoyed wine and light hors d’oeuvres with the artwork of Shepard Fairey as an elegant backdrop. Pace Prints director Rachel Gladfelter spoke briefly about the gallery and artwork on display, after which HPM Partners CIO Ben Pace gave a market overview and provided a framework with which millennials can begin thinking about investing and retirement planning. Click here to view Ben’s November 2015 outlook.
On Friday, HPM Partners’ CIO, Ben Pace, appeared on CNBC’s Power Lunch, a financial program that takes an up-close and personal look at the companies, people and trends driving the markets and influencing Wall Street.
June 18, 2015: HPM Partners is named as one of Financial Times’ Top 300 Registered Investment Advisers in the U.S.
May 26, 2015: Buy the Dip or Sell the Strength?
CIO Ben Pace discusses his take on the latest action in the markets on CNBC’s Closing Bell.
February 3, 2015: HPM Partners CIO Troubleshoots the US Economy
CIO Ben Pace provides commentary on challenges for the US economy and the direction of the markets on CNBC’s Squawk Box.
February 2, 2015: HPM Partners’ CIO to Appear on CNBC’s Squawk Box
HPM Partners is pleased to announce that Ben Pace will be a guest on CNBC’s Squawk Box. Ben is scheduled to appear at 6am EST on Tuesday, February 3rd and will discuss the economic news of the day in Squawk Box’s “Markets” segment.
January 29, 2015: Pension Architect’s Philip Steele Named Top 100 Retirement Plan Advisor
We are thrilled that PLANADVISER Magazine has once again named Philip Steele as one of the Top 100 Retirement Plan Advisors. With over 30 years of experience in retirement and financial services, Philip is considered a pioneer in the development of using financial planning skills and techniques in corporate plans.
August 16, 2014: Deutsche Bank Asset & Wealth Management Team Joins HPM Partners
Ben Pace, former CIO at Deutsche Bank Asset & Wealth Management Multi Asset Group, and eight members of the Portfolio Consulting Group have joined HPM Partners, an independent investment and financial services advisory firm, headquartered in New York, with offices in Chicago, Cleveland, Bloomfield Hills, Los Angeles and Orange County, California.
In addition to Pace, David Jumper, Steve Kurosko, Lindsey Nadel and Larry Weissman join as Partners of the firm with Investment Associates Neza Bevc, Jessica Farrell, Patrick Murray and Quinn Portfolio.
“We welcome our new colleagues, their expertise, professionalism and dedication to serving their clients’ best interests,” said Kurt Miscinski, HPM Partners President.
October 2013: HPM Partners has been acknowledged as one of Worth‘s Leading Advisors for 2013-2014. Firms and advisors featured in the Worth Leading Advisors Program submitted comprehensive questionnaires that Worth magazine used to evaluate their credentials, disciplinary history and business practices.
April 2013: HPM Partners is named to Forbes 2013 Top 50 Wealth Managers in America, listed #11 among the Fastest Growing and #44 among the Largest Registered Investment Advisors in America.
March 2013: HPM Partners is named Best Multi-Family Office for Client Service by Private Asset Management. The award marks the third consecutive year that HPM Partners has been honored by PAM.
January 2013: Kurt Miscinski, Partner & President of HPM Partners, was recognized by the Wealth Advisor Weekender as one of the Top 40 under Forty Registered Investment Advisors in the US. The honor was bestowed upon advisors in a client-facing role ranked by assets under management.
January 2013: Philip Steele, President of Pension Architects, an HPM Partners member firm, was named one of the Top 100 Retirement Plan Advisers by PLANADVISER Top 100 Adviser.
June 2012: HPM Partners is recognized as one of the best Multi-Family Offices in 2012 by Family Office Review.
February 2012: HPM Partners is named best New Asset Manager in 2011 and recognized as an industry leader in Wealth Management by Private Asset Management for the second consecutive year.
January 2012: HPM Partners is recognized by Financial Planning in the Top 50 Registered Investment Advisors by Growth in Discretionary Assets in the third quarter of 2011
January 2012: HPM Partners is recognized by Investment News in the Top 20 Fee-Only Registered Investment Advisors by Growth in Discretionary Assets for the third quarter of 2011.
December 2011: Karim Ahamed, Partner & Senior Advisor, offers commentary in Registered Rep on wealth transfer strategies which include non-cash assets and their impact on charitable organizations.
November 2011: Kurt Miscinski, Partner & President, hosts a panel of distinguished family office executives on “Family Office Investing in Alternative Investment” for the New York Hedge Fund Roundtable.
June 2011: Mark Castell, Partner & Senior Tax Advisor, offers commentary for CNBC Sports Business News on complex tax situations faced by professional athletes who compete globally.
May 2011: Lorraine George-Harik, Partner, hosts an evening dialogue for the global women’s network of Access Circles on “Family Dynamics & Wealth.”
February 2011: HPM Partners is recognized by Private Asset Management as an industry leader for excellence and innovation in private asset management in 2010.