Carter (Hatch) Gerlach, CFP® CAP®

Director at Windsor Advisory Group
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Contact Information
us****@****om
(386) 825-5501
Location
Columbus, Ohio, United States, US

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Experience

  • Windsor Advisory Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Sep 2019 - Present
  • The Columbus Foundation
    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Associate Director of Corporate Philanthropy and Impact Investing
      • Aug 2017 - Aug 2019

    • Planned Giving Officer
      • Jun 2016 - Aug 2017

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Specialist - Private Bank
      • Jan 2014 - May 2016

    • Investments Business Management - Private Bank Associate
      • Jan 2013 - Dec 2013

    • Investments Business Management - Private Bank Analyst
      • Jun 2011 - Dec 2012

    • Wealth Management Analyst Program
      • Jun 2009 - May 2011

      Analyst in a two-year rotational program, consisting of three cross-functional assignments within the J.P. Morgan Private Bank, responsible for executing key deliverables within the strategic business agenda

Education

  • Colgate University
    Economics, Spanish
    2005 - 2009
  • Upper Arlington High School
    2001 - 2005

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