Family Office

Carson Group

Carson Group is a US-based investment firm headquartered in Omaha, Nebraska.In February 2024, Carson Partners expanded into Vermont and New Hampshire through a strategic partnership with the $180m firm Fisher Financial Advisors, now rebranded as Carson Wealth. Carson Group completed 22 acquisitions in 2025, including W

Assets Under Management
$10B+
Headquarters
Omaha, Nebraska
Asset classes & sectors
CommoditiesDiversifiedFinancial ServicesIndustrialIndustrial / Residential / DiversifiedResidentialTechnology

Decision-makers

Barry Gilbert
Vice President & Asset Allocation Strategist
Omani Carson
Founder & Chair
Jessica Golson
Senior Vice President, Investments & Trading
Grant Engelbart
Vice President & Investment Strategist
Lewis Young
Portfolio Strategist, Carson Group
Sonu Varghese
Vice President & Global Macro Strategist
Ryan Detrick
Chief Market Strategist
Mike Lawrence
Portfolio Manager, Carson Group
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