Matt Humphrey Joins Osaic to Oversee Acquisition Strategy
What happened
Matt Humphrey joined Osaic to manage acquisition strategy. Humphrey, who previously worked at Goldman Sachs as a private wealth advisor, will serve as divisional president of Carson Wealth’s integrated advisor channel and will be a member of the firm’s executive leadership team. His responsibilities include growing the employee advisor offices and improving resources for advisors.
From investmentnews.com
Why it matters
The hiring of a veteran in the banking industry to lead acquisition strategy signals a strategic push for growth within the wealth management sector. This move is part of Osaic’s organizational structure, which is intentionally organized around the needs of its integrated and independent advisor channels.
From investmentnews.com
Who's involved
- Matt HumphreyJoined Osaic to manage acquisition strategy and lead the integrated advisor channel.
- OsaicHired Matt Humphrey to oversee acquisition strategy.
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The entities involved
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Matt Humphrey
researcher (ORCID 0009-0006-5339-1297)
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Osaic
Wealth Management