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Carson Group introduced Tuesday that founder and longtime CEO Ron Carson is stepping down from his function and can develop into chairman of the board. Changing him within the CEO function will probably be managing companion and chief technique officer Burt White.
Carson has spent over 40 years within the monetary providers business, having constructed Omaha-based Carson Group into one of many fastest-growing RIAs within the nation. The agency oversees some $35.5 billion in property beneath administration throughout greater than 150 companions.
In describing his resolution, Carson stated he’s happy with the legacy Carson Group is constructing and of the expansion of the unbiased advisor neighborhood.
“As we’ve superior our mission, I understand that to proceed to be a progress chief within the RIA area, we should undertake a bifocal capability to execute on what’s proper in entrance of us whereas additionally innovating and anticipating the wants of our advisors — and shoppers — years and even many years from now,” he defined.
Carson stated that White — who has been with Carson Group since 2022 — has exceeded expectations as a agency chief. Earlier than becoming a member of Carson, White was a managing director and chief funding officer at LPL Monetary for 14 years.
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