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How Bob Oros landed at Trust Company of America

The former Schwab sales star is leaving pre-IPO LPL for the green pastures at the Denver-based fast-riser

Author Brooke Southall October 8, 2010 at 6:42 AM
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Bob Oros: I walked away saying: I don’t understand why they don’t have $100 billion [of assets in custody].

Bob Oros



Related Moves

May 3, 2019 at 7:11 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

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

John Clendening tells analyst who asks about Bob Oros's H.D. Vest departure: 'You can read into that whatever you want to.'

Blucora'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

October 31, 2018 at 11:21 PM


Mentioned in this article:

E*TRADE Advisor Services
Asset Custodian
Top Executive: Joshua Pace



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