Burt White is busy re-staffing Carson Wealth with trusted non-Carson executives but the new CEO is caught in classic Catch-22 as villain and white knight in alleged sex assault suit

The case raises questions about the perils of how RIAs deal with sexually charged allegations in the financial services workplace.

Author Lisa Shidler April 26, 2024 at 2:50 AM

3 Comments

Burt White: 'I hate it. In the absence of leadership, I have lost my ability to lead.'

Brooke Southall and Keith Girard contributed to the editing of this article.

People Moves

Ron Carson

Burt White

Carson Wealth Management

Mary Kate Gulick

Yikes

April 26, 2024 — 3:40 PM

Interesting - zero response from the guy who's name is on the door and curious timing of the leadership change knowing this issue loomed. Sad that several well regarded women in wealth management now are associated with this tarnished brand. Just shows not much has changed in this industry. Be better.

Get rid of him

April 27, 2024 — 2:40 AM

I know Carson folks. The environment is toxic. Burt can blame the prior culture and leadership all he wants. He has made it worse. He has enabled people who are bad leaders because they’ll do whatever he wants. And he’s two-faced. The company is saying the negative comments were two years ago and that he has changed. Lies. All lies. The only strategy is hype. Bain needs to make changes.

Ouch

April 27, 2024 — 3:26 PM

When someone shows you who they are, believe them.

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Mentioned in this article:

Carson Group
Consulting Firm
Top Executive: Ron Carson