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Saumen Chattopadhyay

Chief Investment Officer, Carson Partners
CFA®, CPA

Saumen has over 20 years of Asset Management experience holding senior leadership positions with institutions and investment firms. He came from Convex Capital Management where he was the Chief Investment Officer (CIO). Prior to Convex, Saumen was the Head of Investment Management at Jackson National Asset Management and the Director of Quantitative Management at Harbor Capital Advisors, and the Lead Portfolio Manager of Harbor Target Date Funds. Saumen is a veteran in asset allocation, portfolio and risk management. At Convex Capital, he developed unique wealth management solutions for financial advisors with Risk Number Algorithm and Goals-based Asset Allocation.

Saumen received his MBA (Finance) from the University of Toledo and Masters of Commerce (M.Com) from the University of Calcutta in Accounting and Finance. Saumen holds his CPA licensure. He is also a CFA® Charterholder.

Saumen lives with his wife and daughter who recently graduated from University of Wisconsin at Madison. He enjoys hiking, traveling and is a serious amateur photographer. Saumen is a yoga teacher and held Mind Science Yoga workshops across Chicagoland.

Executive Leadership

Brian Green

Senior Vice President, Corporate Strategy

Teri Shepherd

President

Janet Anderson

Chief Operating Officer, Carson Partners

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance & Accounting

Dan Tobin

Chief Risk Officer

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Scott Conroy

Managing Partner, Business Consulting & Training

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Teri Shepherd

President

Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Jason Carver

Vice President, Mergers & Acquisitions

Business Development