Carson Group names leaders for adviser and consumer operations

Carson Group names leaders for adviser and consumer operations
Aaron Schaben and Teri Shepherd to serve as co-presidents.
JUL 17, 2019

The Carson Group has elevated two executives to serve as co-presidents, with one heading the firm's adviser-oriented efforts and the other its consumer-oriented business. (More:​ InvestmentNews 40 Under 40 2019: Aaron Schaben) Aaron Schaben, formerly Carson's executive vice president, will lead the firm's business growth and development, overseeing its coaching and partnership offerings, as well as managing initiatives to support partner growth and engagement. Teri Shepherd, formerly chief operations officer, will lead the firm's institutional and retail-focused divisions, including operations, compliance, transformations, technology, communications and stakeholder development. "Teri and Aaron have both been so integral in growing the firm to where it is today — and they'll be just as crucial in fulfilling our vision for where we are going tomorrow," said Ron Carson, the firm's founder and CEO. (More:​ Carson Group advisers will soon be able to offer clients banking accounts) In addition to assigning co-presidents, Mr. Carson said that Alex Rodawig, formerly vice president of executive business consulting, has been named a managing director and will lead Carson Wealth's 100%-owned offices, including the Omaha-based headquarters, and the Carson Wealth Division.

Latest News

RIA M&A stays brisk in first quarter with record pace of dealmaking
RIA M&A stays brisk in first quarter with record pace of dealmaking

Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.

New York Dems push for return of tax on stock sales
New York Dems push for return of tax on stock sales

The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.

Human Interest and Income Lab streamline workflows for retirement-focused advisors
Human Interest and Income Lab streamline workflows for retirement-focused advisors

The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.

Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls

Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.

Carson, Lido strengthen RIA networks with bicoastal deals
Carson, Lido strengthen RIA networks with bicoastal deals

Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.