Carnegie Names Ben Connard CIO; Wilde Wealth and Willis Johnson Wealth Announce Executive Changes
Three prominent wealth management firms have announced significant leadership changes. Carnegie Investment Counsel, a fee-only independent RIA managing $7 billion in assets, has promoted Ben Connard to Chief Investment Officer. Connard, who joined the firm during its expansion into Stamford, Connecticut, will focus on reinforcing the firm's long-term investment philosophy across its ten US offices. Meanwhile, Wilde Wealth Management Group, part of the Cetera Advisors community, appointed Erica Bloudek as its new Chief Operating Officer. Bloudek, formerly COO at Ashton Thomas Private Wealth, aims to enhance operational infrastructure to support the firm's growth ambitions. Additionally, Texas-based Willis Johnson Wealth named its next CEO as part of a multigenerational succession plan, though specific details on the successor were truncated in the source text. These moves highlight ongoing strategic adjustments within the independent wealth management sector, focusing on leadership continuity, operational scaling, and investment discipline.
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Carnegie Names Ben Connard CIO; Wilde Wealth and Willis Johnson Wealth Announce Executive Changes
Three prominent wealth management firms have announced significant leadership changes. Carnegie Investment Counsel, a fee-only independent RIA managing $7 billion in assets, has promoted Ben Connard to Chief Investment Officer. Connard, who joined the firm during its expansion into Stamford, Connecticut, will focus on reinforcing the firm's long-term investment philosophy across its ten US offices. Meanwhile, Wilde Wealth Management Group, part of the Cetera Advisors community, appointed Erica Bloudek as its new Chief Operating Officer. Bloudek, formerly COO at Ashton Thomas Private Wealth, aims to enhance operational infrastructure to support the firm's growth ambitions. Additionally, Texas-based Willis Johnson Wealth named its next CEO as part of a multigenerational succession plan, though specific details on the successor were truncated in the source text. These moves highlight ongoing strategic adjustments within the independent wealth management sector, focusing on leadership continuity, operational scaling, and investment discipline.
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