Wealth Partners Capital Group, LLC
Kevin Carter is an M&A Associate at Wealth Partners Capital Group, LLC since August 2023, bringing experience from FS Investments where roles included Internal Wholesaler and Advisory Associate from January 2021 to August 2023. Previous experience includes an internship at NBC Sports Philadelphia in summer 2019, where responsibilities involved creating a potential partnership client list and developing a sales pitch for client delivery. Kevin earned a Bachelor of Science in Communications, Management, and Design from Ithaca College, where studies were completed from 2016 to 2020.
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Wealth Partners Capital Group, LLC
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.