Omaha, Nebraska-based advisory firm Carson Group appointed Ramesh Vaswani to serve as its Chief Technology Officer, to develop and execute the firm’s technology strategy and align its technology and business goals.
Vaswani brings more than two decades of technology leadership experience to Carson Group. He has led digital transformation, product leadership and executing global technology strategies across the financial services sector, the firm noted.
As Global Head of Group Engineering for Envestnet, he led a team of more than 250 analysts, architects and developers who Carson Group said were “dedicated to improving operational efficiency through automation, and leading technical transformations to optimize costs, system reliability, and enterprise-wide AI adoption.”
“I’m energized to be joining Carson Group at this pivotal moment in the company’s growth trajectory,” Vaswani said. “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 is “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.
“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,” according to Burt White, CEO of Carson Group.
“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,” White said.
Carson Group now manages over $41 billion in assets under management (AUM), it said, serving more than 51,000 client families among its advisory network of over 150 partner offices, including more than 50 Carson Wealth locations.
In its first M&A transaction of 2025, Carson Group said in January that it expanded its relationship with Carson Wealth Cedar Rapids, which had about $1 billion in AUM, by fully acquiring the firm.
In November, Carson Group entered a deal with MAG Wealth Management in which MAG acquired Ovation Wealth Advisors and rebranded to Carson Wealth as Carson Group took a 30% equity stake in MAG. That new Carson Wealth office oversees $350 million in AUM.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
