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Kimberly Carter

Financial Analyst at 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.

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Saratoga Springs, United States

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Shade Tree Advisors LLC

Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.


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