Bernard Elwood Carter

Directeur/Membre du Conseil chez Propel Charter School - Northside

Profil

Mr. Bernard E.
Carter is a Managing Director & Investments Wealth Advisor at Hapanowicz & Associates Financial Services, Inc. As head of the H&A Investment Committee, he leads the firm’s investment and portfolio management disciplines.
He is responsible for the design and due diligence of the firm’s investment strategies, including asset allocation, risk management, and security selection.
Since joining the firm in 2012, he has held several investment-related roles, including Investment Strategist.
Bernard believes that every client should have a clear understanding of how their assets are invested, as well as the exact role their investment portfolio plays within their overall financial plan.
He has over 20 years of financial industry experience, including 13 years as a financial advisor at Morgan Stanley.
He earned a Bachelor of Arts in Accounting from Washington and Jefferson College.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Pittsburgh.
He also holds a Certified Financial Planner designation.

Postes actifs de Bernard Elwood Carter

Sociétés	Poste	Début
Hapanowicz & Associates Financial Services, Inc.	Analyst-Equity	01/01/2012
Propel Charter School - Northside	Directeur/Membre du Conseil	-

Formation de Bernard Elwood Carter

Washington & Jefferson College

Undergraduate Degree