Episode Notes

Should wealth management firms build their own technology or integrate with third parties? Carson Group chief technology officer Nimesh Patel joins InvestmentNews technology editor Ryan W. Neal on the T3 conference floor to discuss the options for creating a differentiated technology platform, and their shared love of “The Last of Us” on HBO.

Guest Bio: 

Nimesh Patel is chief technology officer at Carson Group. Prior to joining Carson Group, Patel was CEO of Prefix Health Technologies, a tech startup that modernized access and delivery of social benefits to vulnerable populations. Previously, he served as COO and CTO at Cresset, a startup in capital markets, where he helped incubate and grow the firm to reach $5 billion in assets under management in under two years. Other career stops include five years as CTO of Emmi Solutions, a healthtech company, and work in a variety of technology leadership roles at UBS (Hong Kong), Intercontinental Exchange Trust, Boston Options Exchange and Chicago Mercantile Exchange.

This episode is sponsored by Schwab Advisor Services.

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