What You Need to Know
- Nimesh Patel joins Carson Group after being CEO of tech startup Prefix Health Technologies.
- The announcement comes about a week after the firm announced it surpassed $20 billion in AUM.
Carson Group has hired veteran technology executive Nimesh Patel to serve as its first chief technology officer, the RIA said Wednesday.
Patel, who has more than 20 years of professional experience, brings to Carson Group a “strong background in growing and developing tech and product teams and has helped several firms reach greater scale by creating an execution and delivery-focused culture committed to improving the client experience,” the company said.
“Carson Group’s commitment to being a leading fintech provider is one thing that first drew me to the organization,” Patel said in a statement. “I look forward to helping scale our technology solutions and enhance our digital offerings in a way that will allow us to continue our dynamic growth trajectory.”
The announcement was made about a week after the firm announced it surpassed $20 billion in assets under management. Those assets are now managed by 120 partner advisory firms, up from 105 firms a year ago (and 50 firms in 2017).
Carson now has 300 employees, whom it refers to as “stakeholders.” That number rose by 50 in 2021. In June, the company opened its new 200,000-square-foot, Omaha-based headquarters.
The company serves over 40,000 families through its advisor network of 120 partner offices, including 35 Carson Wealth locations, it said Wednesday.
“Nimesh has an impressive background in product strategy and engineering, software architecture, and creating behavior-driven user engagement experiences,” Teri Shepherd, president of Carson Group, said in a press release announcing Patel’s appointment.