Matthew Jefferson Carter
Portefeuillebeheerder-Aandelen bij Ironwood Investment Counsel LLC
Profiel
Mr. Matthew J.
Carter, CFA MBA, is a Managing Partner at Ironwood Investment Counsel LLC.
In 2005, he joined Ironwood Investment Counsel.
He has over 20 years of experience in investment management and consulting and wealth management.
Mr. Carter began his career at Arthur Anderson, LLP, where he served as a manager in the Private Client Services Division.
While serving in that capacity, he developed and implemented investment and wealth management strategies for high net worth individuals, business owners, and corporate executives.
In 2002, he joined Inlign Wealth Management, LLC, as the Director of Investments where he worked with high net worth individuals and investment committees.
He was also responsible for firm investment policies, separate account manager due diligence and performance measurement.
Mr. Carter received a Masters of Business Administration degree from Arizona State University.
He also holds a Bachelor of Science degree in Business Administration with a major in Finance from the University of Arizona.
He was awarded the Certified Financial Planner certification in 2005 and the Chartered Financial Analyst designation in 2011.
He is a member of CFA Institute and the Phoenix CFA Society.
Actieve functies van Matthew Jefferson Carter
Bedrijven | Functie | Begin |
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Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Portefeuillebeheerder-Aandelen | 01-01-2005 |
Eerdere bekende functies van Matthew Jefferson Carter
Bedrijven | Functie | Einde |
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Inlign Wealth Management LLC | Corporate Officer/Principal | - |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Opleiding van Matthew Jefferson Carter
Arizona State University | Masters Business Admin |
University of Arizona | Undergraduate Degree |
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Bedrijven in privébezit | 3 |
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Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Inlign Wealth Management LLC | Finance |