Ballast Rock Private Wealth (BRPW), an independently run Registered Investment Advisor, has been named a finalist in the Wealth Management 2025 Industry Awards for Thought Leader of the Year in the Individual RIA category. This recognition underscores the significant contributions of Senior Wealth Advisor and Portfolio Manager Jim Carroll, whose expertise in market volatility has been instrumental in guiding high-net-worth individuals through turbulent financial landscapes.
The Wealth Management Industry Awards, now in their 11th year, celebrate innovations and achievements that enhance the success of financial advisors. Jim Carroll's work, particularly his insights into momentum and volatility trends through his Vixologist account and Substack blog, has been pivotal in navigating the frequent spikes in the VIX this year. Andrew Mescon, CEO of Ballast Rock Private Wealth, expressed pride in Carroll's recognition, emphasizing the value of his leadership in wealth management.
The awards, judged by a panel of industry leaders led by David Armstrong of WealthManagement.com, serve as a benchmark for excellence and innovation in financial services. Winners will be announced at a ceremony in New York City on September 4th, spotlighting those who are shaping the future of the industry.
