Trail Ridge Wealth Management Ensures Compliance and Cybersecurity Peace of Mind with Smarsh and Entreda The Challenge: Keeping Things Simple and Secure For Trail Ridge Wealth Management, a small but growing financial firm, it is imperative that its processes and technology are efficient so employees can spend as much time as possible focusing on customers. Everyone at the firm wears multiple hats, and Mark Kerwood is no different. He is Trail Ridge’s Chief Financial Officer and Investment Strategist, but he also acts as the firm’s technology expert. As such, he is responsible for choosing software that helps his partners and employees better balance their own multiple roles. Kerwood wanted a communications archiving solution that gave advisors the freedom to communicate openly wit

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