Ashton Thomas Private Wealth Attracts High-Profile Team Member and Wealth Management Expert

Strategic Insights -

Diana Britton Cary Carbonaro, a renowned expert in wealth management and women's financial literacy, has joined Ashton Thomas Private Wealth as a managing wealth advisor and Women and Wealth Ambassador. Alongside her, Richard Westhelle has also joined as a senior wealth advisor, bringing their expertise to the firm. The duo previously managed approximately $210 million in assets under management. Carbonaro has a rich background, having served as a senior vice president and director of women and wealth at ACM Wealth, and prior to that, as a vice president at Goldman Sachs Personal Financial Management.

Key Takeaways:

  • Diana Britton Cary Carbonaro has joined Ashton Thomas Private Wealth as a managing wealth advisor and Women and Wealth Ambassador.
  • Carbonaro and Richard Westhelle, her new colleague, previously managed around $210 million in assets under management.
  • Carbonaro has been a vocal advocate for women's financial literacy and independence, having spoken out about her experiences at Goldman Sachs on a podcast episode.
  • Ashton Thomas Private Wealth, a multi-boutique platform, has experienced rapid growth since entering the wealth management space and now manages approximately $19 billion in assets under advisement.
  • The firm's founder and CEO, Aaron Brodt, praised Carbonaro's career and commitment to financial education, stating that her efforts to empower women financially align with the firm's values.
  • Ashton Thomas Private Wealth provides comprehensive financial planning, investment, and education services to foundations, businesses, and high-net-worth individuals and families.

Statistics:

  • $210 million: The previous assets under management by Carbonaro and Westhelle.
  • $19 billion: The total assets under management and advisement across Ashton Thomas' firms as of June.
  • 2010: The founding year of Ashton Thomas Private Wealth.
  • May 2022: The month in which Carbonaro left Goldman Sachs.
  • September 2022: The month Carbonaro spoke out on a podcast about her experiences at Goldman Sachs.

Sources:

  • A podcast episode featuring Carbonaro's experiences at Goldman Sachs.
  • "The Healthy Advisor" podcast.
  • Goldman Sachs Personal Financial Management (Goldman Sachs website).
  • ACM Wealth website.
  • Ashton Thomas Private Wealth website.
  • Arax Investment Partners website.