The Carson Group appoints Dani Fava as Chief Strategy Officer


The Carson Group has appointed Dani Fava as its new chief strategy officer and Heather Randolph Carter as its chief marketing officer.

The news comes just days after the firm unveiled its CEO and founder Ron Carson was resigning to become chairman of the board. Burt White, managing partner and chief strategy officer, is the new CEO. Fava will fill White's vacated role.

Last month, Fava quit her job HOW chief strategy officer at Envestnet. Fava joined Envestnet in 2020 as head of strategic development. Prior to that, she served as director of institutional innovation at TD Ameritrade Institutional.

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Randolph Carter replaces Mary Kate Gulick, who resigned as Carson Group CMO in June. Gulik joined FiComm Partners in August, a marketing agency specializing in the wealth management industry, as executive vice president of marketing. Randolph Carter held various leadership positions at LPL Financial for nearly 20 years, most recently as Chief Marketing and Communications Officer. it left IBD last August.

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Carson founded the Omaha, Neb.-based RIA. in 1983. The firm includes Carson Wealth, Carson Coaching and Carson Partners. It has $35.5 billion in AUM and serves 50,000 households through its advisory network of 150 partners.

Backed by Bain Capital, which took a minority stake in 2021The Carson group set off on one Deliberate inorganic strategy in 2022. Previously, Carson Group had taken minority stakes and facilitated transactions for partner firms with a small in-house M&A team.

White served as chief investment officer at LPL Financial for the past 14 years joining the Carson Group in 2022. Beginning in 2017, White oversaw LPL's technology transformation and became a leading figure in rebuilding its technology group. He was closely related to many people presentations of its ClientWorks platform.



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