Carson Wealth Management Group, an independent investment and wealth management firm based in Omaha, Neb., has named Brett Carson as its new director of research and brought on Aaron Foster as a financial analyst.
The firm, which oversees more than $2.6 billion in assets, said the announcements come on the heels of the launch of CWM, LLC, its own independent RIA.
Carson, who joins Carson Wealth Management from GARP Research where he served as an equity analyst, will be responsible for providing daily reports on news, events as well as internal and external research that might impact the firm’s investment positions.
Foster, who most recently worked as an investment analyst at Bridges Investment Management, will be charged with supporting Carson and Rob Isbitts, CWM, LLC’s chief investment officer, with various research functions as well as assisting the firm’s wealth advisory team.
“We are thrilled to have Brett and Aaron join the Carson Wealth Management team,” CEO Ron Carson said in a statement. “Their immense knowledge and proven track records of success will help strengthen our securities evaluation and selection processes, further enhancing the level of service and support we bring to our clients.”
