Carson Group Hires Former Envestnet, LPL Execs 

The Carson Group has hired former Envestnet executive Dani Fava as chief strategy officer and Heather Randolph Carter as chief marketing officer. 

The news comes less than a week after Carson announced that CEO Ron Carson will step down and become chairman. Burt White, the firm’s former chief strategy officer, has been appointed CEO and will help execute its “advisor-centric” growth strategy, according to Carson Group. 

Fava, who was Envestnet’s group head of product innovation before leaving in March, will oversee Carson Group’s strategic goals, including discovering new growth prospects and driving innovation. 

“After innovating at both a custodian as well as a fintech company, I’ve learned that to add life-changing value to investors, you have to get closer to the heart of the advice process,” said Fava. “That’s why I’m so excited to contribute to Carson’s mission of delivering the highest-quality, most impactful advice possible.”  

Randolph Carter will lead Carson’s integrated marketing and communications strategy. She will oversee brand development, advisor marketing, digital marketing, public relations, internal communications and corporate events. 

She joins Carson after nearly two decades at LPL, where she most recently served as a chief marketing and communication officer and EVP. 

“It’s a privilege to be a part of building that future and, even more so, to be in a position to shape how that transformation is experienced by our clients and the marketplace,” said Randolph Carter. 

Omaha, NE-based Carson Group has just over $35.5 billion in assets under management and serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. The company serves more than 50,000 families among its advisor network of 150 affiliated practices. 

Pictured l to r: Dani Fava, Heather Randolph Carter