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Todd Morgan thinks third time will be the charm, as Hightower, in its biggest deal yet, scoops up his Hollywood RIA at a Ventura price, with earnouts to be determined

After State Street and Montreal's Fiera paid $217 million and $125 million respectively, the Chicago-based rollup gets a relative bargain

Author Lisa Shidler January 12, 2021 at 6:25 AM
1 Comment
no description available
Todd Morgan: I think this is the first one we could really hit our dreams and make it work.

HighTower

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Bel Air Investment Advisors

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Fiera


Jeff Spears

Jeff Spears

January 12, 2021 — 12:35 PM
Sounds like the old relationship breakup line of - “it’s not you - it’s me”.

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The 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

May 3, 2019 at 7:11 PM

Bob Oros starts his CEO life at HighTower Advisors with a town hall meeting and clear authority

The former Fidelity RIA chief now runs his formerly largest RIA client, from Chicago, and with Elliot Weissbluth as chairman, 'inorganic' asset and 'evangelist'

January 8, 2019 at 3:09 AM


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