Shade Tree Advisors LLC
Kimberly Carter is a Financial Analyst with extensive experience in financial services, currently working at Shade Tree Advisors LLC since January 2021. Prior to this role, Kimberly held similar positions at Independent Family Office LLC from April 2018 to January 2021 and at AXA Advisors, LLC from October 2015 to April 2018. Kimberly began a career in education as a Mathematics Tutor at the University of Massachusetts Amherst, mentoring student-athletes to improve their academic performance while also serving as an SAT Prep Tutor at Huntington Learning Center. Kimberly holds a Bachelor’s Degree in Actuarial Science from the University of Massachusetts Amherst, earned in 2015.