Carson Group Taps CTO

Carson Group this week appointed Ramesh Vaswani as chief technology officer (CTO). In this role, Vaswani will be responsible for developing and executing Carson Group’s technology strategy and aligning the company’s business and technology goals. 

“We are delivering industry-leading technology solutions to support our advisors, and we’re thrilled to have Ramesh join the team to bring the required experience, expertise and diligence to accelerate on the delivery of that vision,” said Dani Fava, chief strategy officer at Carson Group. 

Vaswani, who comes from Envestnet, brings over two decades of experience in technology leadership and has spent his career leading digital transformation, product leadership, and executing global technology strategies across the financial services sector.

“We can all agree that technology is changing the way we operate, and investors expect their advisor to be up to date on the tools that make their experience the best it can be. We’re constantly thinking about how we can make it easier for our advisors to best serve their clients, and we recognize the tremendous role technology plays in this mission,” said Burt White, CEO of Carson Group. 

Vaswani added, “I’m energized to be joining Carson Group at this pivotal moment in the company’s growth trajectory. I’m passionate about aligning business and technology to drive results and I see an incredible opportunity to integrate technology in a way that promotes growth and creates ease and confidence for our advisors.”

Carson Group manages more than $41 billion in assets and serves more than 51,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.