Triad Partners has tapped a former Carson Group technology executive to serve as its first chief technology officer, the firm announced Wednesday.
Quin Kilgore, who spent over 11 years at Carson including most recently as the mega-RIA’s senior vice president of technology, began at Triad last week. Kilgore told Citywire that he will spearhead Triad’s product strategy and platform development in the role, with a specific focus on integrating advisor workflows across the wealth management and insurance spaces.
‘It is incredibly exciting from a technology standpoint, because there is a wall between insurance and wealth management, and there doesn’t necessarily need to be one going forward, other than adhering to the different compliance standards,’ Kilgore said. ‘So I really think we’re to a spot now with the new cloud-based technologies that we can actually build out something that’s very unique and provides a lot of value for our advisors to grow.’
Triad Partners is the parent company of Triad...