Erik Carter
Profile
A recipient of a full scholarship to the University of San Diego School of Law, Mr. Carter specializes in strategies designed to help individuals and small businesses take full advantage of prevailing tax and estate laws.
Prior to joining AMM, he worked with high net worth investors as a vice president and financial consultant in the private client division of Charles Schwab in Manhattan, advised members of Congress as the financial advisor at the Congressional Federal Credit Union, and ran a branch office for Edward Jones Investments.
Mr. Carter has a BA in Economics with Honors from NYU.
Former positions of Erik Carter
| Companies | Position | End |
|---|---|---|
American Money Management LLC
 American Money Management LLC Investment ManagersFinance American Money Management LLC (AMM) is an independent, SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm was founded in 1999 by seasoned investment professionals. AMM provides personalized investment management and financial planning services to individuals, investment companies, pension and profit-sharing plans, trusts, corporations and other business entities. | Portfolio Manager-Equities | 30/06/2009 |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Training of Erik Carter
| New York University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Private companies | 1 |
|---|---|
American Money Management LLC
American Money Management LLC Investment ManagersFinance American Money Management LLC (AMM) is an independent, SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm was founded in 1999 by seasoned investment professionals. AMM provides personalized investment management and financial planning services to individuals, investment companies, pension and profit-sharing plans, trusts, corporations and other business entities. | Finance |
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