Carter is a partner and serves as a portfolio manager in Brown Advisory's Norfolk office. Carter sources managers, performs due diligence on existing and new managers, develops a manager and peer network, and allocates capital to managers. He researches and analyzes global financial and economic trends and applies those findings to design portfolios and asset allocation for the office’s policy portfolio. Carter joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. His previous experience includes working as a vice president for Bank of America’s Private Bank. He was named one of Norfolk’s Top 40 Under 40 in 2002 by Inside Business.
Contact Carter at [email protected].
Education
- Hampden-Sydney College, BS
Community Involvement
- Member, St. Andrews Episcopal Church Vestry
- Chair the Endowment Fund St. Andrews Episcopal Church
Certifications
- LEAD Hampton Roads program, Graduate
