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People Moves Related to "HighTower gets a new CEO, to be revealed later, as Elliot Weissbluth moves upstairs"


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As Bob Oros-led HighTower reboots, it bags an ex-Goldman RIA, hires two, makes a CMO imminent, and clarifies mission

Mar 20, 2019

The new CEO will need to somehow weave together the debris of the first roll-up run and the new one to the satisfaction of RIAs and the hundreds of people already inside the HighTower umbrella


Elliot S. Weissbluth, Hightower Advisors mastermind, cashes out and vacates chairman role as Pershing's ex-CEO Lisa Dolly takes a board seat

Feb 19, 2021

The Chicago rollup's founder got paid better by doing the second-stage exit and the new cast on the Board also includes Bob Oros ascending to chair and Darrell Horn of Green Square Wealth Management joining


Hightower loses newly hired president but it brims with 'Signature' talent -- Penny Phillips, Randy Bullard and Gurinder Ahluwahlia -- and it promises a 'near-future,' replacement

Jun 30, 2026

Roberto Stewart is out at the Chicago rollup, which is multitasking a revamp and a sale through Goldman Sachs under pressure from investors, waiting for an overdue payout on tied-up cash..


RIABlitz: Vanguard technology • Pontera rebounds • Ex-HiddenLever's exec success • BlackRock rocked • Vivek's crypto • WF dunks SF? • Betterment dry option• Vestwell poached

Jan 11, 2025

The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds


Amit Dogra is ready to put a shine on an $8B 'Dynasty-like' RIA service platform that's tired of keeping a low profile in cloudy Portland, Ore.

Mar 9, 2022

The Philly exec is now president of tru Independence after stints at SEI, Brinker, Hightower, BNY Mellon and, most recently, Sanctuary.


A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed: 'Nobody's slept since April'

Aug 15, 2019

Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs


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