Report: Three Senior Carson Group Execs Depart

Three senior executives have recently departed Omaha, NE-based RIA Carson Group, according to a December 2 report by Citywire.

Citing sources “with knowledge of the situation,” Citywire said the three now-former senior executives are Erin Wood, who headed financial planning, Brian Greene, who served as chief of staff, and Samantha Allen, senior vice president of integrated marketing.

A Carson spokesperson confirmed the changes and said that Vice President for Advisor Growth Strategy Julie Ragatz will take on the role left by Wood. Carson has seen a marked turnover in leadership this year as executives like Managing Partner Jamie Hopkins, CTO Nimesh Patel, and CEO Ron Carson have departed, with the latter replaced by former LPL Chief Investment Officer Burt White.

Source: https://citywire.com/ria/news/carson-group-loses-trio-of-executives/a2455666?re=126289&refea=2165875&link_id=1771030