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Carson Steps Down as CEO of Carson Group
News April 09, 2024 at 12:18 PM
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What You Need To Know
- The firm's founder will become chairman of the board, and Burt White will take over as chief executive.
- Carson said he intends to remain closely involved in the organization.
- Burt White's new role as CEO reflects a shift at RIAs away from sales-oriented leadership to an emphasis on "taking great care of clients and the firm," says industry veteran Larry Roth.
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