Todd Carter
President chez Carter & Co., Inc. (Oregon)
Profil
Mr. Todd Carter is Principal & Portfolio Manager at Trutina Financial LLC and President at Carter & Co., Inc. (Oregon).
He joined Trutina in February 2012.
Mr. Carter was previously employed as a Principal by Pacific West Securities, Inc. and a Principal by Carter Capital Management.
Mr. Carter received his BBA in Industrial Relations from the University of Iowa and an MBA in Financial Management from City University Los Angeles.
Postes actifs de Todd Carter
| Sociétés | Poste | Début |
|---|---|---|
Carter & Co., Inc. (Oregon)
 Carter & Co., Inc. (Oregon) Engineering & ConstructionIndustrial Services Carter & Co., Inc. provides construction services. It offers concrete bridge structures, retaining walls, steel bridges, and concrete recreational boat ramps. The company was founded in November 1994 and is headquartered in Salem, OR. | President | 12/02/2014 |
Anciens postes connus de Todd Carter
| Sociétés | Poste | Fin |
|---|---|---|
Trutina Financial LLC
 Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Gestionnaire de Portefeuille-Actions | 01/02/2021 |
Carter Capital Management
 Carter Capital Management Investment ManagersFinance Carter Capital Management is an independent financial planning and investment management firm that provides comprehensive financial planning services and investment management. The private company is based in Houston, TX and provides its services in the fiduciary capacity on a fee-only compensation basis. The company's investment philosophy centers around the well-established premise that markets are generally efficient and that cost is a major contributor to the returns for many investors today. The company was founded by David Carter over 20 years ago, who left a major Wall Street firm to start the venture with a vision and conviction that there must be a better way to serve and help clients navigate their way toward retirement and financial independence. | Corporate Officer/Principal | 28/02/2012 |
Pacific West Securities, Inc.
 Pacific West Securities, Inc. Investment Banks/BrokersFinance Part of Pacific West Financial Group, Inc., Pacific West Securities, Inc. is a company that offers brokerage and financial advisory services. The company is based in Renton, WA. | Corporate Officer/Principal | 30/01/2012 |
Formation de Todd Carter
| University of Iowa | Undergraduate Degree |
| City University Los Angeles | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Pacific West Securities, Inc.
Pacific West Securities, Inc. Investment Banks/BrokersFinance Part of Pacific West Financial Group, Inc., Pacific West Securities, Inc. is a company that offers brokerage and financial advisory services. The company is based in Renton, WA. | Finance |
Carter & Co., Inc. (Oregon)
Carter & Co., Inc. (Oregon) Engineering & ConstructionIndustrial Services Carter & Co., Inc. provides construction services. It offers concrete bridge structures, retaining walls, steel bridges, and concrete recreational boat ramps. The company was founded in November 1994 and is headquartered in Salem, OR. | Industrial Services |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Finance |
Carter Capital Management
Carter Capital Management Investment ManagersFinance Carter Capital Management is an independent financial planning and investment management firm that provides comprehensive financial planning services and investment management. The private company is based in Houston, TX and provides its services in the fiduciary capacity on a fee-only compensation basis. The company's investment philosophy centers around the well-established premise that markets are generally efficient and that cost is a major contributor to the returns for many investors today. The company was founded by David Carter over 20 years ago, who left a major Wall Street firm to start the venture with a vision and conviction that there must be a better way to serve and help clients navigate their way toward retirement and financial independence. | Finance |
