Carter serves as an Associate Director, Investment Analyst at Cresset. He brings years of buy-side investment operations and trading experience, having managed trade execution across a range of major asset classes and partnered with portfolio managers and advisors to streamline operations and strengthen portfolio implementation at Cresset. He began his career in Morgan Stanley’s Private Wealth Management Division.
He completed the Investment Theory and Practice program through the Yale School of Management and earned his BBA in Finance from the University of Georgia’s Terry College of Business.
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