Carter Morris IV

Chief Executive Officer & Chief Investment Officer at Atticus Wealth Management

Carter Morris IV, AIF, currently serves as Chief Executive Officer and Chief Investment Officer at Atticus Wealth Management since May 2018, while also holding the position of Principal and Chief Investment Officer at Atticus Asset Management LLC since January 2012. With a strong analytical skill set, developed through a rigorous education and extensive experience in financial services, Carter began a career at AXA Equitable following graduation from Sewanee: The University of the South in 2009 with a Bachelor of Arts in Economics and a minor in Political Science. Previous roles include Portfolio Manager at Pittman Financial Partners and Investment Advisor at AXA Equitable.

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