What happens when an advisor leaves the safety net of a big broker/dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of Carnegie Private Wealth, it meant balancing efficiency with humanity, testing everything from AI meeting assistants to client portals, and building a culture that embraces innovation without becoming tech-dependent.
In this episode of The WealthStack Podcast, host Shannon Rosic flips the script—interviewing an advisor about the real-world process of building a stack that empowers advisors and delights clients.
Shannon and Jordan discuss:
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How Carnegie Wealth built a fully customized tech stack from day one
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Why “tech-enabled, not tech-dependent” is the firm’s guiding principle
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The ROI reality check: Which tools actually deliver client impact (and which don’t)
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How AI tools like Jump and Holistiplan are reshaping Carnegie’s workflows
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Jordan’s advice for advisors overwhelmed by tech options when launching a new firm
Resources:
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About Our Guest:
Jordan 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 $1,100,000,000 in brokerage assets as of January 30, 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.
