(Omaha, Neb – March 10, 2025) – Carson Group, one of the fastest-growing wealth advisory firms with more than $41 billion in assets under management, announced today the appointment of Ramesh H. 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. As Global Group Head of Engineering for Envestnet, he led a team of 250+ developers, architects, and analysts dedicated to improving operational efficiency through automation, and leading technical transformations to optimize costs, system reliability, and enterprise-wide AI adoption.
“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. For more information about Carson and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
*Combined AUM of CWM, LLC and NWCM.
Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services. SOURCE Carson Group
Carson Group is located at 14600 Branch St, Omaha, NE 68154. (888) 321-0808.