We’re inspired
by change.
Industry, society,culture, the world.
An independent, woman-owned business founded four decades ago, Carpenter Group has served its clients through phenomenal business and technological innovation and far-reaching economic and societal change.
1982
Beginning of the bull market
1983
CG focuses on financial services, packaging tax-advantaged limited partnerships for oil & gas, wind energy, solar power, cable and real estate.
1984
Apple Macintosh introduced
1984
CG provides branding and marketing solutions for clients in the fast-growing mutual fund industry. Creates two branded product launches, each raising $1 billion+ in one month.
1986
Tax reform
1987
Market crash
1987
A stock exchange first: Hard Rock Café goes public with Blues Brothers performance live at the AMEX; CG provides launch and IPO creative.
1989
Fall of the Berlin Wall
1991
World Wide Web
1992
Internet-based trading begins
1994
Amazon founded
1994
CG creates branding, marketing and messaging for the first of dozens of 401(k) and IRA programs. Capitalizes on surging demand for annuities with branding and design.
1997
Wi-Fi introduced
1997
CG applies design expertise to an industry-wide call for simplified SEC-mandated prospectuses for major wirehouses.
1998
Google launched
1999
As innovative financial products proliferate, CG builds creative packages for technology funds and rapidly expanding separate account divisions and alternative investments.
2000
Stock market bubble bursts
2000
Global credit-rating agency rebrand and launch in the UK.
2001
9/11
2002
Euro debuts
2003
LinkedIn launches
2003
As firms move away from paper, CG broadens digital capabilities, conducting communication audits and building the first of many financial services industry websites.
2004
Facebook launches
2006
CG provides product marketing to help launch a new wave of ETFs as passive investing overtakes active. We add advertising and media strategy to our capabilities.
2007
iPhone introduced
2007
CG gets busy with financial education assignments — advisor-, employee- and client-facing.
2008
Global financial crisis
2008
A year to forget: As markets crater, our check from Lehman bounces (!).
2009
First Bitcoin issued
2010
Obamacare passes
2011
Debt crisis
2011
CG continues expansion of financial advertising capabilities with multinational campaigns spanning 6 continents.
2012
First baby boomer retires
2012
As markets improve, CG begins multi-year sales enablement programs for our largest financial clients.
2013
Re-brand a Sustainable and Responsible Investing (SRI) fund and company
2015
Growth of the gig economy
2016
CG reimagines the online experience with responsive multichannel marketing and social media marketing strategies.
2016
Brexit passed
2018
CG enters podcast space — sponsors a popular industry fintech podcast and begins production for clients.
2019
Wealth management lead-gen gathers steam with social media expertise; CG launches cryptocurrency platform in the US.
2020
COVID 19
2020
CG successfully transitions to WFH.
2021
COVID vaccine introduced; Inflation tops 2%
2021
Change Makers podcast launches. Thematic investing intrigues with stories people connect with.
2022
CPI hits 9.1% in June, the largest increase in 40 years
2022
Alts, alts, alts — from institutional strategies to deal sourcing, hedge fund positioning to global alts rebranding, CG answered the call.
2023
AI redefines "disruptive technology"
