Carson Group named Matt Humphrey Divisional President of its integrated advisor channel and appointed him to the firm’s executive leadership team.
Humphrey will lead Carson Wealth’s W-2 advisor channel, with responsibility for driving growth, strengthening the employee advisor experience, and improving coordination across the resources and capabilities supporting Carson Wealth offices.
Carson Group manages more than $65 billion in assets under management.
Humphrey brings leadership experience spanning the military and financial services.
He is a graduate of the United States Military Academy at West Point and spent eight years as an Army Aviation Officer, leading teams internationally.
After earning an MBA in finance and strategy from Vanderbilt University’s Owen Graduate School of Management, Humphrey moved into financial services and worked as a private wealth advisor at Goldman Sachs.
Most recently, he served as Executive Vice President and Head of Wealth & Investment Management at United Bank and CEO of United Brokerage Services.
In those roles, Humphrey led more than 100 financial professionals overseeing more than $12 billion in assets under supervision.
His appointment is part of Carson’s broader effort to organize the business around the advisor experience with dedicated leadership for its integrated and independent channels.
Humphrey will oversee the integrated channel serving W-2 advisors, while Divisional President Scott Conroy continues to lead the independent channel.
Carson said the structure is intended to bring functions including business development, onboarding, and business consulting into closer alignment within each channel.
The company also recently reached a milestone of 50 integrated Carson Wealth offices.
Humphrey said Carson’s recent growth initially attracted his attention, while the firm’s people and collaborative culture ultimately influenced his decision to join.
KEY QUOTES:
“Matt brings the combination of leadership, operating experience and advisor perspective we were looking for as we continue to build the next chapter of Carson Wealth. He understands what it takes to lead and grow a complex wealth management business, but just as importantly, he understands this business from the advisor and client perspective. His leadership experience has been built around bringing people together around a shared mission, and that’s exactly the kind of leader we want helping us take Carson Wealth forward.”
Burt White, CEO of Carson Group
“Carson’s growth over the past several years speaks for itself, but what ultimately drew me here was the people and the community. I met a team that is smart, driven, collaborative and genuinely excited about what they’re building together. There are tremendous capabilities across Carson, and I see an opportunity to bring those strengths together in ways that help our advisors grow their businesses and deliver an even stronger experience for clients. Having been an advisor myself and having led a large wealth management business, I understand both sides of that equation. I’m energized by what’s ahead and excited to get started.”
Matt Humphrey, Divisional President of Carson Group’s Integrated Advisor Channel
