Carter is an Assistant Vice President, Client Advisor at Whittier Trust’s West Los Angeles office. He provides strategic advisory services to high-net-worth individuals, developing and maintaining relationships with clients and their trusted business professionals. Carter works to find unique solutions to client investment management and estate planning. Carter joined the Whittier team in 2020.

Carter grew up in Santa Barbara, CA, before moving to Los Angeles for college. He is a graduate of the University of Southern California (USC) with a B.A. in International Business and Finance and is an alumnus of Sigma Chi Fraternity. Carter holds the Certified Trust and Financial Advisor (CTFA) designation.

In his free time, you will find Carter playing ice hockey, golf, or polo in the Los Angeles and Santa Barbara areas. Carter is a member of the Santa Barbara Polo Club, the Alumni Board for Laguna Blanca School, and the Board of Directors for Woodcraft Rangers, one of the oldest and largest non-profit providers of afterschool programs in Los Angeles County, where he sits on the Finance, Board Development, and External Affairs committees.