CARSON MCCUSKER
FINANCIAL ADVISOR
ASSOCIATE DIRECTOR-INVESTMENTS
Biography
Carson McCusker is a Financial Advisor at Oppenheimer & Co. Inc. (Oppenheimer) in the Boston, MA office. He built his book of business in Richmond, VA before joining Oppenheimer in December 2025.
Carson works with high-net-worth individuals, business owners, families, and privately held businesses. He collaborates closely with CPAs, estate planning attorneys, business brokers, trust officers, and other professionals to address complex client needs and deliver an exceptional client experience.
He provides a comprehensive approach to private wealth management, beginning with careful listening to ensure that strategies align with each client’s objectives and risk tolerance. Carson’s holistic, goals-based philosophy is central to his client relationships, where he serves as both a trusted collaborator and a dedicated steward of capital. He believes strongly in purposeful investing designed to deliver practical, measurable results.
Carson’s team-oriented approach emphasizes trust, expertise, and adaptable investment strategies — enabling him to maintain the highest standard of personalized service.
Carson earned his degree in Business Administration from Roanoke College. He holds the FINRA Series 7, 65, 63, and 6 registrations and is also licensed in insurance.
In his free time, Carson volunteers as an assistant coach for the varsity baseball team at Boston College High School.