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Who's Moving Where In Wealth Management? – Carnegie Investment Counsel, iPipeline

Editorial Staff

1 August 2024

Carnegie Investment Counsel
Carnegie Investment Counsel, an RIA with more than $4.5 billion in assets under management, has hired Wendy Eldridge as a retirement plan advisor.

Eldridge  has almost 25 years’ experience in the retirement plan and financial services industry.

The RIA was founded in 1974.

iPipeline
iPipeline, which provides digital solutions for the life insurance and wealth management industries, has appointed technology strategy leader, Steve Cover, as chief technology officer. 

Cover has more than 30 years of knowledge and experience of leading technology teams, including firms such as UKG, Horizon Software International, UnitedHealth Group, Microsoft, and most recently, CentralSquare Technologies. He is also co-author of seven US technology patents.

In his new role, Cover will join iPipeline’s executive leadership team and report to CEO Pat O’Donnell.

iPipeline operates as a business unit of US-listed Roper Technologies.