The new CTO has worked across a number of sectors, including a capital markets firm, UBS and the Chicago Mercantile Exchange, among others.

Carson Group, the US financial services group working with firms such as wealth managers, has named Nimesh Patel to fill the newly-created role of chief technology officer. 

Patel has more than 20 years of professional experience. Prior to this new role, 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 working in a variety of technology leadership roles at UBS (Hong Kong), Intercontinental Exchange Trust, Boston Options Exchange and Chicago Mercantile Exchange.

“Nimesh has an impressive background in product strategy and engineering, software architecture, and creating behavior-driven user engagement experiences,” Teri Shepherd, president at Carson Group, said. “His deep technical expertise will be an invaluable asset to our leadership team as we work together to propel Carson into its next phase of growth."

Patel is a graduate of the University of Wisconsin-Madison with a bachelor of science degree in electrical engineering. He later earned a master of business administration from the University of Chicago Booth School of Business. He has co-authored three patents, speaks at under-resourced high schools to educate and inspire students on the opportunities that exist in STEM careers, and serves as an advisor on several start-ups and growth-stage tech companies helping to guide their product and engineering strategy.

Founded in 1983 by Ron Carson and based in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners.