Carter Moebius is an Assistant Vice President and Asset Manager who joined the firm in 2018 in our New York City office. He is responsible for new sales and product research, client management, and investment strategy recommendations. Carter synthesizes and provides consistent capital market news, develop relationship managers, and engages clients with financial planning services.
Carter attended Denison University in Granville, Ohio where he received a Bachelor’s Degree in Economics and did an Economics summer study in Switzerland. He led the Denison investment club, was a member of the Kappa Sigma Fraternity and a level 2 CFA candidate. Carter is an avid music connoisseur and was the music director for the university’s local radio station 91.1 WDUB.