The Financial Services Institute has elected Bob Oros, chief executive officer of HighTower Advisors, as a member of its board of directors.
“For years our board has proven its strength comes from its diversity. Today, our board becomes that much more diverse, and even stronger,” said FSI president & CEO Dale Brown. “Bob brings a wide variety of experience to our board as well, both through his leadership of HighTower, and throughout his career. His extensive background in our industry will better inform us as we move FSI forward for years to come.”
“It’s a great honor to be named to the FSI board, a group of industry leaders I have long admired for their support and advocacy on behalf of financial advisors,” said Oros. “I look forward to working closely with the board to address the converging interests of all who are committed to providing independent, objective advice to all those who save and invest.”
Prior to his current role at HighTower, Oros served as HD Vest’s CEO after joining the firm in early 2017 and spent more than five years as the head of Fidelity’s RIA segment.
Before Fidelity, he served as national sales manager at Trust Company of America, executive vice president and head of custom clearing services at LPL Financial, and vice president and senior divisional manager at Charles Schwab.
FSI’s executive committee of the board consists of:
Chair of the Board: David Knoch, president of 1st Global
Vice Chair (Chair in 2020): John Rooney, managing principal of Commonwealth Financial Network
Immediate Past Chair: Dean Harman (financial advisor), founder and CEO of Harman Wealth Management
Finance Chair: Scott Curtis, president of the private client group at Raymond James Financial
PAC Chair: James Poer, president and CEO of Kestra Financial
The board also includes:
Adam Antoniades, president of Cetera Financial Group
Denise Barrows, financial advisor at Barrows Trostle Advisors
Valerie Brown, executive chairman of Advisor Group
Kent Christian, head of Wells Fargo Advisors Financial Network
Carolyn Clancy, EVP and head of BD segment at Fidelity Clearing & Custody Solutions
Jim Crowley, chief operating officer at BNY Mellon | Pershing
Bill Dowell (financial advisor)
Chris Flint, president and CEO of ProEquities
Ed Forst, president and CEO of Lincoln Investment
Steve Horn (financial advisor), president of Prosperity Financial Group
Kimberly Kropp (financial advisor)
Dick Lampen, president and CEO of Ladenburg Thalmann Financial Services
Shawn McLaughlin, McLaughlin Ryder Investments
Chris Perry, president of global sales, marketing and client solutions at Broadridge Financial
Scott Spiker, CEO of First Command Financial Planning
The Financial Services Institute is an advocacy group that represents independent financial advisors and independent financial services firms.
HighTower, a registered investment advisor, has a portfolio of 98 advisory groups in 33 states that provide investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401k consulting and corporate cash management.