Carson Group Selects New Chief Financial Officer

Daniel Applegarth has left Orion Advisor Solutions to join Carson Group as the new Chief Financial Officer after a significant tenure of 18 years at Orion.

During his time at Orion, Applegarth was responsible for overseeing financial operations within the firm’s advisory technology and wealth management divisions. Following his departure, Jeff Goeser, Orion's Executive Vice President of Finance, will step in as the interim finance leader. Orion is actively conducting an external search to find a permanent replacement for Applegarth.

Carson Group has made multiple strategic hires recently, including bringing on former Envestnet executive Dani Fava as Chief Strategy Officer. These additions come at a time when Carson Group is expanding; the company currently manages $35.5 billion in assets. It also supports 50,000 families and operates through a network of 150 advisory partners.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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