CARPENTER OPERATIONS GROUP (COG)

Carpenter Operations Group (COG) is a consulting firm focusing on providing a full range of operational and other advice to firms and vendors in the wealth management industry. With decades of real operational experience in transforming almost every type of wealth management organization, we like to say we "bring operational insight to every engagement"... Carpenter Operations Group was born in 2008 when, after a short stint at Lockwood Advisors, a Pershing company, Chris was asked to review the operations of an advisory focused RIA and BD and develop an operational plan to eliminate inefficiency and duplication. He was subsequently hired to implement the plan... Carpenter Operations Group strives to bring deep operational insight to every engagement providing client firms with valuable solutions and advice to support their strategic goals and conquer their business challenges.