Jamie Hopkins, managing partner of wealth solutions at Carson Group, is stepping down for family reasons at the end of September.
The $28 billion RIA, backed by Bain Capital, says it fully supports Hopkins’ decision.
“We will begin a search immediately to backfill his role,” Burt White,
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InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Stanley Funches, INTELUS Wealth Management.
Full rundown of all the finalists ahead of the inaugural InvestmentNews Awards on June 20.
InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Travis Sholin, Keystone Financial Services.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Lawrence (Larry) Sprung, Mitlin Financial Inc.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Tom West, Signature Estate & Investment Advisors.
