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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.

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

Author Oisin Breen March 9, 2022 at 2:37 AM
1 Comment
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Tru Independence wants to rise above its low-profile, Portland, Ore., home.

People Moves


Jeff Spears

Jeff Spears

March 9, 2022 — 8:12 AM
The knowledge and persistence remain. Most established firms need this guidance. It is a fresh and new voice.

Related Moves

August 15, 2019 at 7:58 PM

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

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

March 20, 2019 at 11:32 PM

HighTower gets a new CEO, to be revealed later, as Elliot Weissbluth moves upstairs

Elliot 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.

September 13, 2018 at 2:21 PM


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