Managing Director | Echelon Partners
Carolyn Armitage is a Managing Director at ECHELON Partners, the leading investment bank and consulting firm to the wealth and investment management industries. As a serial enterprise builder of RIAs, Hybrids and Broker/Dealers, Ms. Armitage helps CEOs make better informed strategic planning decisions, improve their enterprise value, and design the proper legacy.
With a strategic and holistic approach to each engagement, Ms. Armitage provides valuations, expert witness, management consulting, and investment banking services. For mergers and acquisitions, Ms. Armitage is an influential woman who understands the complexities of wealth and asset managers and offers an objective perspective, advice and implementation guidance.
Ms. Armitage’s areas of expertise include transaction advisory services, mergers and acquisitions with an emphasis on founder-owned businesses, corporate and family office governance, strategy, and succession planning.
Ms. Armitage’s experience includes roles as an Independent Financial Advisor, producing Branch Manager, the head of multiple wealth management teams such as HD Vest – now Advantax, ING Advisors Network – now Voya & Cetera, among others. She also led the Large Enterprise Business Management Consulting team for LPL Financial. Her extensive experience affords her a rare and valuable command of the entire wealth management value chain to help entrepreneurs navigate complex entity, family, and legacy decisions.
In addition to holding numerous FINRA licenses, she holds the CFP® & CIMA® designations. She has a Bachelor of Science in Business Administration from the University of Minnesota and a Masters in Management from The American College.