![Will Carter](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Will Carter
Fondateur chez
McKinley Carter Wealth Services, Inc.
Profil
Mr. William W.
Carter is a Senior Advisor at McKinley Carter Wealth Services, Inc. He is now focuses on helping new and existing clients with their complex wealth management, such as real estate, closely held business, estate planning and philanthropic planning.
Mr. Carter was Co-Founder of Kanawha Investment & Trust Company.
Prior to that, he served as Executive Assistant to Governor Gaston Caperton.
He has a law degree from New York University, as well as Bachelor's and Master's degrees in History from Harvard University.
Postes actifs de Will Carter
| Sociétés | Poste | Début |
|---|---|---|
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance MCWS relies primarily on a combination of fundamental and technical methods of analysis. They utilizes fully diversified investment strategies that are comprised of a combination of individual stocks, exchange traded funds, and mutual funds (open-end and closed-end). The strategies are constructed in a way that balances risk with potential return and are structured for long-term capital appreciation. | Fondateur | 01/01/2003 |
Anciens postes connus de Will Carter
| Sociétés | Poste | Fin |
|---|---|---|
Kanawha Investment & Trust Co.
 Kanawha Investment & Trust Co. Investment ManagersFinance To minimize clients' vulnerability to market whims, Kanawha diversifies their clients' stock portfolios across numerous stocks and economic sectors. They blend different categories of promising investments in a single portfolio. Equity portfolios hold a blend of growth and value stocks as well as a combination of large- and mid-sized companies. Kanawha focuses on large and medium-sized companies with sound growth potential that sell at a reasonable cost. On average, these companies tend to have low debt, above average dividends, strong earnings and a history of declining less in down markets than average stocks. To guard against interest rate and credit risk, Kanawha believes in laddered bond portfolios with bonds of grade 'A' or better and actively manages bond holdings to maximize growth as well as income potential. | President | 31/08/2003 |
Argent Trust Co., NA
 Argent Trust Co., NA Investment ManagersFinance Argent Trust Co. provides a broad range of investment management services designed to optimize the performance of their clients' financial assets based on their unique needs and investment strategies. The firm offers an array of services including Equity Investment Management, Taxable and Non-taxable Bond Management, Cash & Short-Term Bond Management, Mutual Fund and ETF Asset Allocation Strategies, and Alternative Investment Strategies. | Corporate Officer/Principal | - |
Formation de Will Carter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Argent Trust Co., NA
Argent Trust Co., NA Investment ManagersFinance Argent Trust Co. provides a broad range of investment management services designed to optimize the performance of their clients' financial assets based on their unique needs and investment strategies. The firm offers an array of services including Equity Investment Management, Taxable and Non-taxable Bond Management, Cash & Short-Term Bond Management, Mutual Fund and ETF Asset Allocation Strategies, and Alternative Investment Strategies. | Finance |
Kanawha Investment & Trust Co.
Kanawha Investment & Trust Co. Investment ManagersFinance To minimize clients' vulnerability to market whims, Kanawha diversifies their clients' stock portfolios across numerous stocks and economic sectors. They blend different categories of promising investments in a single portfolio. Equity portfolios hold a blend of growth and value stocks as well as a combination of large- and mid-sized companies. Kanawha focuses on large and medium-sized companies with sound growth potential that sell at a reasonable cost. On average, these companies tend to have low debt, above average dividends, strong earnings and a history of declining less in down markets than average stocks. To guard against interest rate and credit risk, Kanawha believes in laddered bond portfolios with bonds of grade 'A' or better and actively manages bond holdings to maximize growth as well as income potential. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance MCWS relies primarily on a combination of fundamental and technical methods of analysis. They utilizes fully diversified investment strategies that are comprised of a combination of individual stocks, exchange traded funds, and mutual funds (open-end and closed-end). The strategies are constructed in a way that balances risk with potential return and are structured for long-term capital appreciation. | Finance |
