Carson Steps Down as CEO of Carson Group

Carson Group announced Tuesday that founder and longtime CEO Ron Carson is stepping down from his role and will become chairman of the board. Replacing him in the CEO role will be managing partner and chief strategy officer Burt White.

Carson has spent over 40 years in the financial services industry, having built Omaha-based Carson Group into one of the fastest-growing RIAs in the country. The firm oversees some $35.5 billion in assets under management across more than 150 partners.

In describing his decision, Carson said he is proud of the legacy Carson Group is building and of the growth of the independent advisor community.

“As we have advanced our mission, I realize that to continue to be a growth leader in the RIA space, we must adopt a bifocal ability to execute on what’s right in front of us while also innovating and anticipating the needs of our advisors — and clients — years and even decades from now,” he explained.

Carson said that White — who has been with Carson Group since 2022 — has exceeded expectations as a firm leader. Before joining Carson, White was a managing director and chief investment officer at LPL Financial for 14 years.