Why a HilltopSecurities Wealth Management Professional?
Managing your own money can be an arduous task. At HilltopSecurities, we are here to serve as trusted advocates for our clients, delivering the financial guidance, services and solutions you need. Our financial professionals take the time to understand what is truly important to you – delivering a level of service that is all too rare in today’s market.
We pride ourselves on knowing when and where to invest your money and how to effectively allocate resources to pursue your definition of success. Your needs are our priority and we are dedicated to providing the attention you deserve.
Meet Our Wealth Magagement Team
Head of Wealth Management
John Muschalek is Senior Managing Director, Head of HilltopSecurities Wealth Management and President of Momentum Independent Network. He oversees the firm’s private client group, independent advisor …
Head of Momentum Independent Network
Will Nelson is Head of Momentum Independent Network, responsible for the oversight of Wealth Management’s independent advisors, insurance office, retail operations and recruitment. He has more than 19…
Managing Director, Products and Solutions
As Managing Director, Wealth Management Products and Solutions, Anton Berends is responsible for expanding HilltopSecurities’ insurance and advisory services efforts, as well as delivering services fo…
Chief Compliance Officer of HilltopSecurities
Mike Cogliano is Chief Compliance Officer of HilltopSecurities over Retail, AML, Clearing and Licensing and Registration. He is a Certified Regulatory and Compliance Professional (CRCP), responsible f…
Steve K. Jones
Managing Director, Head of Gulf Coast Region
Steve Jones is Managing Director, Head of Gulf Coast Region for HilltopSecurities’ Private Client Group (PCG). Mr. Jones oversees the division’s Gulf Coast branches and assists branch managers with pr…
Alan T. Lennick
Managing Director, Head of Midwest Region
Alan Lennick serves as Managing Director, Head of Midwest Region for HilltopSecurities’ Private Client Group. As managing director, Mr. Lennick leads the expansion of the firm’s wealth management divi…
Peter G. Cappos
Managing Director, Head of West Coast Region
Peter Cappos serves as Managing Director, Head of West Coast for HilltopSecurities’ Private Client Group. Mr. Cappos has more than two decades of wealth management experience, previously serving as br…