As a Business Development Associate of VestGen Investment Management, Carter is responsible for supporting the company’s partnerships with Advisors in their dedication to their clients. Together, Carter and his team partner with financial advisors to provide their clients with a highly personal and customized experience that reflects their individual needs and preferences. Carter joined VestGen Investment Management in February of 2021 with over 25 years of experience in the financial services industry.
Prior to joining the team, Carter was a Senior Investment Consultant with Clark Capital for over 15 years. He also served in various roles of increasing responsibility at Curian Capital and Putnam Investments. Carter earned a Bachelor of Science Degree in Business Administration from Salem State University in Salem, MA. Carter holds the FINRA Series 7 and 63 licenses and has earned the AWMA® and AIF® designations. Carter and his wife reside in Tampa, FL with their 3 children.
When not working Carter enjoys spending time with family and friends, boating, golfing, traveling, and cooking. Mr. and Mrs. Hatch believe in giving back by supporting several ministries through their Church and the Muscular Dystrophy Association.
