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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

The $156-billion rollup's CEO, Bob Oros, says the deal for NEPC, a $1.7 trillion AUA pension consultant and OCIO, culminates four-year search for 'centralized' investments capability. But does it tick off the 'alts' box?

Author Lisa Shidler October 25, 2024 at 1:43 AM
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Bob Oros: We have big institutional opportunities. We can refer them over to NEPC
Brooke Southall and Keith Girard contributed to the editing of this article.

Bob Oros



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March 20, 2019 at 11:32 PM

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

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

February 19, 2021 at 8:58 PM

New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA

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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