Chris Carter, CFA

Chris Carter, CFA

OUR TEAM

Education:
M.B.A. – University of Wisconsin – Madison
B.A. – Santa Clara University (Finance)

Past Experience:
Nakoma Capital Management

Chris Carter, CFA

Portfolio Manager of Private Clients

Chris joined KCM in 2011 as a research analyst and has 13 years of professional investment experience. From 2009 to 2011, Chris worked at Nakoma Capital Management as an Equity Research Analyst. In 2008, Chris worked at Victory Capital Management as an Equity Analyst Intern.

At KCM, Chris manages portfolios in the Private Client Services Group.

Chris received a B.S. in Finance from Santa Clara University and an M.B.A. from the University of Wisconsin – Madison. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM