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May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Bob Oros
CEO at Hightower

Profile

Bob Oros is the Chairman and CEO of Hightower, a national wealth management firm that invests in and empowers independent-minded financial advisory businesses to drive growth and help clients achieve ‘well-th. rebalanced.’  

Mr. Oros joined Hightower in 2019. Under his leadership, the company has completed a number of acquisitions of high-profile independent wealth management firms, expanded its operational and business acceleration services for advisors and achieved consistently strong organic growth. 

Mr. Oros has more than 25 years of leadership, strategic and operational experience, with a track record of successfully recruiting, retaining, and supporting advisors at some of the top financial firms in the country. Before joining Hightower, Mr. Oros was CEO at HD Vest, where he helped transform the firm’s platform, services and capabilities, increased quarterly productivity per advisor and boosted revenue. Prior to HD Vest, Mr. Oros was Executive Vice President, Head of the RIA Segment at Fidelity Clearing and Custody, where he was responsible for the growth and retention of the RIA and record-keeper segments. Earlier in his career, Mr. Oros held various leadership roles at firms such as Trust Company of America, LPL Financial and Charles Schwab.  
 
Mr. Oros is a frequent contributor to panels and thought leadership pieces covering the evolution of the wealth management industry; he is a board member of the Financial Services Institute and a former board member of Invest in Others Charitable Foundation and the Foundation for Financial Planning. He holds a bachelor’s degree in Business Administration from Central Michigan University. 

Agenda Sessions

  • Industry Gamechangers: The Future of Financial Advice

    2:15pm
  • The Family Business: Winning On & Off the Field

    4:30pm

Speakers at this event