Search

X
Derek A. Carter

Derek A. Carter

MBA, CFP®
Senior Investment Research Analyst / Portfolio Integration Manager

Derek is a senior investment research analyst and a portfolio integration manager in Savant’s Rockford, IL office, is a member of the Investment Research Team, and has a membership interest in Savant. He is responsible for investment research, portfolio management, complex portfolio conversions and implementation, and specialty trading. He focuses much of his energy on effectively managing key special projects.

Derek has been involved in the financial services industry since 2001. He earned a bachelor of science degree in political science from the University of Wisconsin and an MBA from Edgewood College. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Derek joined Team Savant in May 2003.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Loading


  • * indicates a required field