We’re excited to introduce the newest members of our 6 Meridian team: Alberto Jimenez and Jolene Lorg. Both joined us in October to help us better serve our clients.

Since our founding, 6 Meridian has been dedicated to doing more – for our clients, our people, and our community. As our client base continues to grow and evolve, so does our team. The addition of Alberto and Jolene reflects our ongoing commitment to continuous improvement and collaboration, ensuring our clients receive a high level of support.

Meet Alberto Jimenez
Investment Analyst

Alberto joins our investment management team where he will collaborate to create scalable, intelligent systems that deliver strong risk-adjusted returns for our clients.

“Alberto is a mathematics and programming specialist who brings thoughtful precision to our investment process. His analytical mindset and technical skills will not only enhance our data-driven strategies but will also support our commitment to guiding clients with clarity and purpose.”
– Ammie Weidner, Director of Trading and Operations

Meet Jolene Lorg
Client Service Associate

Jolene joins our client service team, focusing on client onboarding and serving as a point of contact for client records updates and funds movement.

“Jolene brings a wealth of knowledge to our team, and it’s immediately clear that she has a genuine passion for supporting clients through complex situations. As an onboarding specialist, Jolene recognizes the importance of first impressions and is committed to helping every new client have a positive and welcoming experience.”
Trevor Phillippi, Chief Operating Officer

At 6 Meridian, our team forms a circle of support – an intentional structure of specialists with diverse talents who walk alongside our clients at every turn – ensuring continuity and an accessible presence. We are confident that Alberto and Jolene’s skills and enthusiasm will help us continue to elevate the client experience and fulfill our promise of guiding clients toward their long-term intent.

Please join us in welcoming Alberto and Jolene to the 6 Meridian team!

6 Meridian is a group comprised of investment professionals registered with Hightower
Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also
be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are
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