Carolyn Armitage, CFP®, CIMA®

Carolyn Armitage, CFP®, CIMA® is a seasoned professional in the financial services industry with over 30 years of experience.2 She is currently the Chief Executive Officer (CEO), Board Chair, and Founder of RIA Circle™, LLC, a position she has held since May 2010.1 RIA Circle™ is described as a community exclusively for Financial Advisors.3

Professional Background

Carolyn has held various leadership roles throughout her career:

• President of Thrivent Advisor Network5
• Managing Director at ECHELON Partners, an investment bank and consulting firm
• Consultant to CEOs of wealth management firms4
• Head of wealth management for several firms4
• Investment banker4

Recent Developments

In February 2024, Carolyn launched her own consulting firm aimed at helping wealth management CEOs.6 This move came after she was laid off from her role as head of Thrivent Advisor Network in July 2023.6

Qualifications and Expertise

Carolyn holds two important designations in the financial industry:

• CFP® (Certified Financial Planner)
• CIMA® (Certified Investment Management Analyst)

These credentials, combined with her extensive experience, position her as a respected figure in the independent wealth management industry.5

Online Presence

Carolyn has been active on LinkedIn for 17 years as of 2024.3 Her LinkedIn profile reflects her current role as Founder & CEO of RIA Circle™, LLC.3

Carolyn Armitage's career demonstrates a strong focus on leadership, consulting, and wealth management, with a particular emphasis on serving financial advisors and wealth management firms.