Carson Group revealed Wednesday that longtime Orion govt Daniel Applegarth has joined the $35.5 billion advisory agency as its subsequent chief monetary officer, whereas Eric Vrba has been appointed as controller.
Applegarth involves Carson after an 18-year tenure at Orion Advisor Options, the place he oversaw monetary operations throughout the agency’s advisory expertise and wealth administration enterprise traces. Throughout his tenure, Orion grew to surpass $3 trillion in advisory belongings on its platform.
Burt White, Carson Group’s just lately appointed CEO, stated the agency was “thrilled” to welcome Applegarth to its govt management crew alongside different latest appointees, together with the former Envestnet govt Dani Fava and LPL alumnus Heather Randolph Carter. Founder Ron Carson stepped down from the CEO position on April 9.
“Daniel joins us from one in every of our longtime strategic companions, which suggests he brings intensive data not solely of our business and the RIA area, but in addition of Carson,” White stated. “His experience and deep understanding of the business make him the perfect individual to affix our management crew on this time of development and alter.”
Applegarth stated he seems to be ahead to being a part of the Carson crew as it really works to form the way forward for wealth administration.
Vrba involves Carson from Metropolis+Ventures, the place he served as controller. Earlier than that, he spent 5 years working with Applegarth because the assistant controller at Orion, main the accounting and monetary operations for the wealth administration enterprise phase.