Carter is the Financial Planning Intern during the summer months of 2021. Carter will assist our Client Service Associates and Financial Planning Associate with client documentation, analysis and presentation.
Carter is a rising junior at Miami University in the Farmer School of Business majoring in finance. At Miami, Carter is a member of the Miami Finance Association and Best Buddies.
Recently, he participated in the First Year Integrated Core Client Challenge. Carter’s team was tasked with coming up with innovative solutions to problems within the healthcare industry. Out of 120 teams, his team was chosen as one of the 8 finalists. Carter concluded the engagement by giving a professional business presentation to the executive board of a large hospital chain and learned valuable collaboration skills.
Over the years, Carter has developed interest in financial planning, investment management and portfolio analysis. This passion for the world of finance led him to interning with Centurion Wealth Management, an industry leading wealth management firm here in McLean, VA.
During his time with Centurion, Carter will learn the ins and outs of financial planning, investing, financial analysis, trading, and professional collaboration amongst our team.
Born and raised in Bethesda, MD, he is the oldest of 4 children. Sports, being out on a body of water, volunteering and hanging out with friends keep Carter busy between classes.
Carter is from Bethesda, Maryland.
If it is summertime, you'll find Carter on a hike or out on a lake!