RIA managing $172 million joins Carson Partners

Price Financial Group, a registered investment advisory firm managing $172 million in Beaverton and Portland, Oregon, has joined Omaha, Nebraska-based Carson Partners.

Bo Caldwell and Matt Mai are the principals of Price. The firm will have access to Carson’s resources, people, infrastructure and technology.

[More: Carson Group acquires $200 million firm]

Cannabis investments soaring with Democrats at the helm

The post RIA managing $172 million joins Carson Partners appeared first on InvestmentNews.

You May Also Like

Leave a Reply

Your email address will not be published. Required fields are marked *