When Bill Schwartz joined fledgling Highline Wealth Management in 2008, he didn’t expect the six-person Bethesda advisory firm would grow into one with 14 locations nationwide and more than 150 employees. All he knew was that the folks at Highline were more supportive than those at the huge wealth management firm where he had worked.
Today, Schwartz is a managing director in the Potomac office of Highline’s successor company, Wealthspire, which is now headquartered in Manhattan. Most of the people he worked with in the organization’s early days—first in Bethesda, then in Rockville and now in Park Potomac—are still with the firm.
Robin Dobbs, a senior vice president who joined in 2008 as the ninth employee, says that unlike at many wealth management firms, employees at Wealthspire work as a team—not in silos. If someone wants to focus on business development, the firm will back them, she says, and “if you just want to be a kick-ass client service person, you’re not necessarily told you’ve got to go out and bring X amount of business into the firm.”
Schwartz adds: “Anybody can have a bunch of great snack food in the cafeteria...or have great office space or can have X or Y or Z benefit that can be super cool…but having people that are actually looking out for you…and want to help you succeed…that to me makes it a great place to work.”
By Amy Halpern