Carter’s primary responsibilities include investment management, relationship management, insurance monitoring and custom client reporting. Carter is also involved in several company initiatives to create a better client experience and improved reporting capabilities. He has more than 15 years of experience in the financial services industry. Prior to joining Diversified Trust, Carter held a position at Clark Consulting analyzing the bank-owned life insurance policies for bank clients. He also analyzed life insurance companies and developed reporting efficiencies for those analyses. Prior to joining Clark Consulting, Carter worked for Cunningham & Company as a Mortgage Broker where his focus was sales and relationship development.
Carter graduated from Elon University with a Bachelor of Science in Business Administration with a concentration in International Management. He also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.