Gold Family Wealth, a Westport, Conn.-based member of the Carson Partners network, has appointed Daniel Armas to the position of managing partner and wealth advisor, the companies announced today in a news release.
In his new role, Armas has opened a Gold Family Wealth office in Red Bank, N.J., where he reportedly helped raise the firm’s assets under management (AUM) to approximately $172 million within three months of starting his new position.
According to his social media profile, until joining Gold Family Wealth in March, Armas worked for nearly two decades as a wealth manager for Gitterman Wealth Management LLC in Edison, N.J.
Founded in 1983, the Carson Group is headquartered in Omaha, Neb., and includes Carson Wealth, Carson Coaching and Carson Partners.