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Burt White

Carson Group · Reported Oct 13
In network coverage since August 18, 2026 · 6 stories
Network coverage
Moves

Carson Group hires ex-United Bank wealth head Matt Humphrey to run W-2 channel

The $65 billion Omaha RIA gives its employee-advisor side its own divisional president, while Scott Conroy continues to lead the independent channel.
Moves · Oct 13Carson Group names Matt Humphrey to lead W-2 advisor channel
M&A · Oct 9Carson Group adds $410 million New Jersey RIA Foran Financial from LPL
M&A · Sep 14Carson's 50th office is a sourcing milestone with a finite input
Moves · Aug 19Carson taps ex-Osaic exec Peterson to lead independent recruiting
Moves · Aug 18Carson hires Osaic's Peterson to lead independent channel
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