Cary Street Partners Deepens Leadership Team While Entering A New Chapter of Growth
Rapid growth reflects Cary Street Partners’ continued investment in its people, clients and communities, with new leadership, advisor talent, expanded technology and a growing presence in its Virginia home markets.
Since the beginning of 2024, Cary Street Partners has grown from approximately $8 billion to $14 billion in assets under management across all subsidiaries,¹ a 75% increase in less than three years. For the independent wealth management firm, that progress represents more than expansion in assets or office locations.
“We are proud of how much Cary Street Partners has grown, but what excites me most is what that growth allows us to do,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners. “We can invest more deeply in our people, expand the capabilities we bring to clients, attract exceptional talent and deepen our connection to the communities where we live and work. We are building a firm for the long term, and we want our growth to make Cary Street Partners better, not simply bigger.”
Growth That Starts at Home
