Carter is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Downtown Cleveland, Ohio.

Education, Licenses, and Certifications

  • Bachelor of Arts in Finance and Sports Management from Wittenberg University
  • Series 7 — General Securities Representative and Series 66 — Investment Advisor Representative/Securities Agent
  • Series 79 — Limited Representative-Investment Banking and Series 63 — Uniform Securities Agent

Prior Experience

  • Financial Advisor at Flagship Capital Advisors
  • Investment Analyst at Linden Thomas and Company
  • Financial Advisor Associate at Chapman and Chapman Advisors

Professional and Community Involvement

  • Involved in the Association for Corporate Growth (“ACG”)
  • YMCA Lorain County, Advisory Board Member