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Fidelity RIA Chief Joining HD Vest as CEO
Bob Oros, head Fidelity Clearing & Custody Solutions’ RIA business, will join HD Vest as Chief Executive Officer on 2/28/17, succeeding Roger Ochs, who is “stepping down as HD Vest CEO after 30 years with the tax-oriented wealth management firm.” As reported in Financialish on 1/15, Oros has been in his current post at Fidelity for the past 5 years.
HD Vest is owned by Blucora, the maker of TaxAct software, which bought the broker-dealer for about $580 million one year ago. Its 4,500 affiliated advisors work with roughly $38.5 billion in client assets.
“We are pleased to welcome a leader of Bob's caliber. Under Bob's leadership, the HD Vest team will continue to innovate and provide tax professionals and independent financial advisors with the right solutions to meet and exceed their clients' needs." - - John Clendening, President & CEO of Blucora.
Ochs will remain with the company through March 31 to help with the transition.
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