Ryan Carter, CRPC®

Ryan is a seasoned financial professional with over two decades of experience in wealth management, global banking and private fiduciary services. His career has largely been rooted in the Northeast, where he was born, raised and educated.

Ryan earned his bachelor's degree with honors from the University of New Hampshire in 2004. He continued his education at Southern New Hampshire University, where he pursued graduate studies in business and finance and was inducted into Delta Mu Delta, the international honor society for business administration. He completed his MBA in 2008 while working full-time in the financial industry.

His academic background also includes undergraduate studies at Cambridge University in England and postgraduate coursework in investment banking at Harvard University. Ryan’s credentials include the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, which he earned in 2008. He also passed Level I of the Chartered Financial Analyst (CFA®) program in 2017 and currently holds Series 7, Series 66, and Florida Series 2-15 licenses.

Throughout his career, Ryan has co-managed over $2.5 billion in equity portfolios for private and institutional clients and led the strategy and execution of a $4 billion debt portfolio for a top-tier global bank. After seven years in global banking and markets, he transitioned back into wealth management, serving for five years as a private trustee.

In 2022, Ryan relocated to Florida with his wife and three children. Outside of his professional life, he is an active father who enjoys supporting his children's sports teams, traveling and competing as an amateur golfer. He has also completed numerous triathlons, including two Ironman 70.3 races.