Will Carter
Fondatore presso McKinley Carter Wealth Services, Inc.
Profilo
Mr. William W.
Carter is a Senior Advisor at McKinley Carter Wealth Services, Inc. He is also Director of Wealth Management of the firm.
He is an attorney whose career started in the public sector, working on a wide range of health, education, welfare, and environmental matters in West Virginia, including four years serving as executive assistant to WV Governor Gaston Caperton.
He serves on the boards of several privately-owned businesses and nonprofit organizations, and is a regular contributor to the McKinley Carter blog.
In 2002, Mr. Carter formed Kanawha Investment and Trust Company to provide a more comprehensive, independent, and proactive approach to wealth management in Charleston, WV.
Five years later, he partnered with David McKinley, an independent RIA in Wheeling, WV, to form McKinley Carter Wealth Services.
He has a law degree from New York University, as well as Bachelor's and Master's degrees in History from Harvard University.
Posizioni attive di Will Carter
| Società | Posizione | Inizio |
|---|---|---|
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Fondatore | 01/01/2008 |
Precedenti posizioni note di Will Carter
| Società | Posizione | Fine |
|---|---|---|
Kanawha Investment & Trust Co.
 Kanawha Investment & Trust Co. Investment ManagersFinance Located in Charleston, West Virginia, Kanawha Investment & Trust Co. is a registered investment advisor that offers investment, trust and related wealth management services. The firm also manages the AAM Equity Fund. | Presidente | 31/08/2003 |
Argent Trust Co., NA
 Argent Trust Co., NA Investment ManagersFinance Founded in 1990, Argent Trust Co., NA is an independent wealth management firm located in Ruston, Louisiana. The firm was formerly known as National Independent Trust Co. Argent Trust Co. is a subsidiary of Argent Financial Group, Inc. | Corporate Officer/Principal | - |
Formazione di Will Carter
| Harvard University | Graduate Degree |
| New York University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Kanawha Investment & Trust Co.
Kanawha Investment & Trust Co. Investment ManagersFinance Located in Charleston, West Virginia, Kanawha Investment & Trust Co. is a registered investment advisor that offers investment, trust and related wealth management services. The firm also manages the AAM Equity Fund. | Finance |
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
Argent Trust Co., NA
Argent Trust Co., NA Investment ManagersFinance Founded in 1990, Argent Trust Co., NA is an independent wealth management firm located in Ruston, Louisiana. The firm was formerly known as National Independent Trust Co. Argent Trust Co. is a subsidiary of Argent Financial Group, Inc. | Finance |
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