Joseph Carter

Joseph Carter, CFA has a strong background in the financial industry with experience in portfolio management and credit analysis. Joseph currently holds the position of Vice President, Portfolio Manager for Eastern Bank. In this role, they lead the private equity/REIT lending portfolio. Prior to joining Eastern Bank, Joseph served as Vice President, Portfolio Manager at Rockland Trust, where they directed underwriting activities and managed various loan portfolios. Joseph also has experience in credit analysis and lending practices as a Portfolio Manager and Credit Officer at East Boston Savings Bank. Furthermore, they started their career as a Senior Credit Analyst at United Bank. Joseph has notable achievements in executing loan closings and underwriting a significant number of commercial loans. Overall, they have demonstrated expertise in analyzing credit risks, managing loan portfolios, and providing strategic financial advice. Joseph is a Certified Financial Analyst (CFA) and has proven their ability to make sound financial decisions.

Joseph Carter, CFA completed their high school education at Maynard High School from 2002 to 2006. Afterward, they pursued a Bachelor of Business Administration (B.B.A.) degree with a concentration in Business Administration and Finance at Bryant University. In August 2021, they obtained the Chartered Financial Analyst® (CFA) Charterholder certification from the CFA Institute.