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Practice Management > Building Your Business

Carson Group Adds 3 Execs

By Emily Zulz

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Carson Group has expanded its executive leadership team.

The coaching and partnership organization announced new executive positions for select individuals taking larger strategic roles: Aaron Schaben will now serve as executive vice president, David Screnar as chief financial officer and Scott Kubie as chief investment officer.

“Someone once told me the best thing you can do as an entrepreneur is hire the best people you can find — and get the heck out of their way,” said Ron Carson, CEO and founder of Carson Group, in a statement. “I feel I’ve embraced that advice wholeheartedly, as evidenced by the leaders I’ve hired. We have a ‘grow our own’ mentality when it comes to adding bright people and capable leaders, and, I couldn’t be more excited for the expansion of our executive team.”

Carson remains the firm’s CEO and founder. The expansion of the executive team brings diverse perspective to Carson Group’s company vision and allows Carson more time to focus on strategy and connecting with advisors, the firm said in a statement.

In Schaben’s previous role, he was responsible for building and developing Carson Group Partners, a turnkey integrated partnership designed to help advisors serve clients and grow their business. Schaben’s newly assigned role will be expanded to include oversight of the Carson Group organization, where he will help identify growth solutions for the firm and, by extension, for the thousands of advisors associated with Carson Group Partners and Carson Group Coaching.

Screnar, who was hired in September as chief financial officer, brings more than a decade of outside-the-industry experience to the team and will oversee the coordination of all fiscal reporting, track the health of the business, focus on infusing a decision framework that will help accelerate growth, and formalize departmental budgets to align with the company’s strategic goals.

Kubie, who was recently promoted to chief investment officer, will lead the expansion of Carson Group’s investment management and research teams. Kubie has an extensive 20-year background of asset management and technical market expertise as a strategist on over $7 billion of assets.

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