Brian Carter · Carter Tech Consulting
I've held this seat, not advised on it from the outside.
Independent and vendor-neutral. Twenty years inside BD/RIA technology, most recently as Head of Technology for a firm running two broker-dealers, an RIA, and 650+ financial professionals.
Twenty years working inside broker-dealer and RIA technology — from building core systems at Jackson National's BD/RIA network to leading the full technology stack at a multi-BD/RIA firm. I know this environment from the inside.
I've owned the decisions, managed the vendors, led the teams, and lived with the results. When I advise a firm, I'm drawing on that operational experience — not just frameworks.
My goal in every engagement is to leave the people I work with better equipped than when I arrived. That means asking hard questions, sharing honest opinions, and staying focused on what actually moves the needle.
Selected Speaking Engagements
Credentials & Affiliations
Whether you're navigating a specific technology challenge or looking for a trusted thought partner, I'd welcome the conversation.
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