Wealth Management Executive Jim Carroll Joins Ballast Rock Private Wealth as Senior Wealth Advisor and Portfolio Manager
–News Direct–
Ballast Rock Private Wealth (BRPW), an independently run Registered Investment Advisor that provides holistic financial advice to accredited high-net-worth individuals, today announced that Jim Carroll has joined the firm as Senior Wealth Advisor and Portfolio Manager.
Mr. Carroll was most recently Senior Vice President and Portfolio Manager at Toroso Advisors, which he joined in June 2019. Previously, he founded Long Run Capital Management in 2003 to manage investments for high-net-worth families and related trusts and charitable vehicles.
Jim is the perfect fit as we continue to grow and scale Ballast Rock Private Wealth, said Andrew Mescon, Chief Executive Officer of BRPW. His decades of experience in dealing with the complexities of a high-net-worth client base complemen...