People Moves Related to "Hightower's 'one-plus-one-equals-five,' off-script, catch-up purchase of $250 billion AUM RIA will sponge up referrals and help centralize investing for 642 advisors"
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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, 2019The 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
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, 2026Roberto 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..
Randy Bullard won the job to build Hightower’s first centralized investment platform but winning RIAs may be bigger challenge
Sep 5, 2025The Chicago rollup's new, $324 billion platform is for 'it-can't-won't-be-forced on' advisors, but the ex-Charles River executive is ready to take on the challenge.
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, 2025The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
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, 2021The 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
New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA
May 3, 2019The Chicago roll-up gets a chief marketing officer who gets RIAs as it becomes part-Dynasty, part- Fiduciary Network in adopting a very 2019 deal structure for LourdMurray
Bob Oros starts his CEO life at HighTower Advisors with a town hall meeting and clear authority
Jan 8, 2019The former Fidelity RIA chief now runs his formerly largest RIA client, from Chicago, and with Elliot Weissbluth as chairman, 'inorganic' asset and 'evangelist'
John Clendening tells analyst who asks about Bob Oros's H.D. Vest departure: 'You can read into that whatever you want to.'
Oct 31, 2018Blucora's CEO was evasive but, for sure, his firm's shares plunged near 40% in the past month after its IBD revenues ticked up only 6%; Oros may never have moved to Texas from Boston CEO
HighTower gets a new CEO, to be revealed later, as Elliot Weissbluth moves upstairs
Sep 13, 2018Elliot Weissbluth's move upstairs ends an era, as Thomas H. Lee's reign begins in earnest, and Mark Cabezas comes in as M&A head.