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Jamie Hopkins

Industry Spotlight > RIAs

Jamie Hopkins to Exit Carson Group

By Jeff Berman

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Jamie Hopkins is stepping down as Carson Group managing partner of wealth solutions at the end of September to join a local firm closer to home in October, where he will be able to spend more time with family and less time traveling, he told ThinkAdvisor on Tuesday morning.

Hopkins, who declined to name the firm, lives in Pennsylvania.

Hopkins joined Carson Group, which is based in Omaha, Nebraska, as director of retirement research in 2019. He took on the additional roles of managing director of Carson Coaching in 2020 and managing partner of wealth solutions in 2021.

Although Hopkins is exiting his full-time roles at the $28 billion registered investment advisor, he said he would remain president of FinServ Foundation, the nonprofit group with the backing of Carson Group and BlackRock that he’s led since it opened in 2021.

FinServ Foundation works to make the financial services industry more inclusive through the support of mentoring, leadership and internship programs for college students. “The relationship with Carson is staying there” also, he added.

“I love the team here and … I’m sad to” leave Carson Group, Hopkins told ThinkAdvisor. “But I know it’s the right choice for me and my family.”

Hopkins has been “super appreciative of Ron and Burt White through the past few weeks,” he said, referring to Carson Group CEO and founder Ron Carson and White, a managing partner at the firm and its chief strategy officer.

When he joined Carson Group in 2019, he was working as a professor of retirement planning, insurance law and estate planning at The American College of Financial Services. In January 2019, the same month Hopkins joined Carson Group, he became a part-time finance professor at Creighton University’s Heider College of Business.

It was not immediately clear on Tuesday if Hopkins will continue teaching. Carson Group declined to provide additional details.

The news of Hopkins leaving Carson Group, first reported by Citywire on Monday, followed the departures of other executives at the firm in recent months.

In June, Nimesh Patel, the firm’s first chief technology officer, departed from that role, while Mary Kate Gulick also left her post as chief marketing officer and senior vice president of advisor marketing.

FiComm Partners appointed Gulick its executive vice president of marketing, a new position at the marketing firm that specializes in wealth management and financial services. Gulick joined Carson Group in June 2021, according to her LinkedIn profile.

Pictured: Jamie Hopkins

Jeff Berman

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