Rob Carter

Investment Operations Associate

"We learn who we are in practice, not in theory."

- David Epstein

What inspires me
I’m driven by supporting others achieve their goals – whether that be clients, teammates, or peers – through deep listening, solving complex problems, and providing clarity amongst the noise. 

 

How I impact my clients
I support the investment team through trade implementation and execution, asset allocation, and investment research, while supporting advisors to help translate strategy into real client outcomes. My focus is on providing thoughtful execution and disciplined decision-making that clients can feel confident in.

 

On the weekends
You can usually find me running around the streets of Seattle or trails of the East side, backcountry skiing, or cycling in the daytime, and spending time with friends and family in the afternoons.

Education

  • Bachelor of Science, Human Biology and Society, University of California, Los Angeles