In addition to carrying the designation of Accredited Investment Fiduciary^®, Carter serves as Atticus Wealth Management’s Chief Executive Officer and Chief Investment Officer. He is a founding member of Atticus Wealth Management, which was formed as part of a merger between Atticus Asset Management and Bartolf Wealth Advisors, Inc.

Carter received his Economics degree from Sewanee: The University of the South where he concentrated on corporate finance, investments, money and banking, dynamics of financial institutions, derivatives and alternative investments which he studied under Dr. Robert A. Ott, Jr., the former Director of Financial Strategies and Vice President of the Federal Home Loan Bank. While at Sewanee, Carter earned a spot on the Sewanee Fire Department and was a staff writer for the Sewanee Purple where he was the chief staff writer for the paper’s economics and investments section.

After graduating from Sewanee, Carter began his career at AXA Equitable where he designed and managed key employee benefit plans as well as individual and corporate retirement accounts. Carter took the skills he learned while at AXA to New England Securities where he served as Portfolio Manager for high-net-worth investment accounts as well as 401k Profit Sharing and Cash Balance Pension plans.

In 2011, Carter joined Wealth Designs, LLC to serve as Director of Capital Markets where he was responsible for trade execution and portfolio management. In 2014, Carter founded Atticus Asset Management with the goal of creating an elite private client wealth management firm.

Carter has been awarded the Accredited Investment Fiduciary^® (AIF^®) designation from the Center for Fiduciary Studies™. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.