RIA Edge Podcast: Carnegie’s Jordan Raniszeski on Managing for Future Growth
How do advisory firms continue growing once scale introduces complexity? What does it take to build a structure that supports independence, client experience, and long-term flexibility?
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Jordan Raniszeski, CFP, CPA, senior managing partner at Carnegie Private Wealth, about the strategic decisions behind the firm’s rapid growth after its transition to independence.
He talks about early investments in human capital and junior advisors, an evolving executive management structure, and how flexible marketing strategies all resulted in expanded capacity and growth, and prepared the firm for its next phase.
Key takeaways:
- The decision to leave a bank model in order to build brand control and internal flexibility
- How associate advisors expanded capacity without sacrificing client experience
- Why early investments in people created momentum for organic growth
- The role of management structure in supporting long-term scale
- How marketing, referrals, and community presence contributed to new client flow
Resources:
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- Listen and Subscribe to the RIA Edge Podcast on Spotify
Connect With David Armstrong:
- Wealth Management
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- LinkedIn: David Armstrong
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- LinkedIn: Informa
Connect With Jordan Raniszeski:
About Our Guest:
Jordan Raniszeski is a leader in the Wealth Management industry and Senior Managing Partner at Carnegie Private Wealth where he’s helped build a team of well-regarded and experienced advisors. The advisors of Carnegie Private Wealth collectively serve more than 519 households with over $2,000,000,000 in brokerage assets as of August 29, 2025.
In his more than 20 years of experience as an advisor working with high-net-worth individuals and families, Jordan developed expertise in helping corporate executives, professionals and business owners. As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities.
Jordan’s career path showcases his leadership and commitment to client service. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice. Partnering with Angie Ostendarp, he then grew one of Wells Fargo Advisors’ largest brokerage practices. Throughout his journey, Jordan has remained a devoted student of the industry, constantly seeking innovative ways to serve clients.
Leadership has been a constant theme in Jordan’s life. From roles in student government and charitable organizations to positions on sports teams, he has consistently stepped up to guide others. Jordan’s experience made him a natural fit to lead Carnegie’s formation. He now guides the Carnegie team, focusing on a shared vision for wealth management’s future.
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