Derek Carter, CFP(R)

Senior Investment Analyst/Portfolio Manager at Savant Wealth Management

Derek Carter, CFP(R), started their work experience in 1996 at Griffin Trading Co. where they served as a Floor Clerk at the London International Financial Futures Exchange from February to July of that year. In 2003, they joined Savant Wealth Management as a Senior Investment Analyst/Portfolio Manager, and they continue to work there currently.

Derek Carter, CFP(R), holds an MBA in Business Administration from Edgewood College, which they earned from 2001 to 2003. Prior to that, they completed their Bachelor of Arts (B.A.) in Political Science at the University of Wisconsin-Madison from 1991 to 1995.

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Timeline

  • Senior Investment Analyst/Portfolio Manager

    June, 2003 - present