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Carson Group Adds CFO, Controller

Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson shakes up leadership.

Eric vrbaBurt whiteHeather randolph carterDaniel applegarthRon carsonNick englebartMary kate gulickOrion advisor solutionsCarson groupDani fava

RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners

More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.

South carolinaUnited statesNew yorkBonnie bursetMatt sonnenHannah bryantLois basilLiz nesvoldJen abboud smithDan rollinsPhillip hammanLinscomb williamsBrent brodeskiWill richardsonJamie hopkinsMark zion

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