About Us

A Trusted Partner in Wealth Management

Our Mission

We want to be the first-choice fiduciary for affluent and high-net-worth individuals, institutions, and non-profit organizations who value what Feinberg Stein Financial Services has to offer. We take pride in our sound business principles, practices, and professionalism.

Our Values

  • Integrity, Honesty, Enthusiasm, Accountability, and Intelligence.

  • Initiative to accept and complete challenges.

  • Passion to help our clients, partners, and communities.

Meet our Proactive Institutional Portfolio Team

Jospeh W. Feinberg

Jospeh W. Feinberg

Managing Director
Tamara M. Stein

Tamara M. Stein

Managing Director

Client Commitment

We are fiduciaries

We owe our clients the duties of care and loyalty, and we are obligated to place our client’s interests at the forefront.

We provide clients with a holistic view of the investment marketplace, unencumbered by the typical conflicts found in legacy brokerage firms.

We are Risk Managers

We assess and mitigate potential risks by focusing on liquidity, protection of principal, and adapting strategies to safeguard assets, following our risk management principles and utilizing our institutional trading capabilities.

Our History

Our lineage dates to 1955, when the Feinberg family established the Jefferson State Bank in Chicago, Illinois. During the 1970’s, the family was a pioneer developer of the Chicago West Loop, and the Feinberg Family Office was established to pursue financial excellence and bring institutional capabilities from the banking world to select ultra-high-net-worth families.

Decades later, the family office evolved into the Feinberg Group and later the Feinberg Stein Group on Wall Street. After many years with a big firm on the Street, it was clear that Wall Street’s interests were no longer aligned for the benefit of our clients. To continue the lineage of bringing transparent, institutional-level expertise to our clients, we transitioned to an independent platform in partnership with Hightower in 2016.

At the same time as the Feinberg Family expanded their financial businesses, they were highly engaged in philanthropic endeavors in Chicago. Established in 1969 by the four Feinberg brothers, the J&B Feinberg Foundation was created to honor the memory of the family’s contributions to religious, charitable, and educational activities. Some of the most notable achievements of the J&B Feinberg Foundation are the establishment of the Northwestern University Feinberg School of Medicine, the NU Feinberg Cardiovascular & Renal Research Institute, housing and food distribution centers on the South Side of Chicago, and the recent food truck project for the less fortunate in Los Angeles in partnership with the LA Kings Care Foundation.

A relationship with Feinberg Stein begins with a conversation.


Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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