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Carter Morris Iv, Aif profile image

Carter Morris Iv, Aif

Chief Executive Officer & Chief Investment Officer at Atticus Wealth Management
Intro Book
Accredited investment professional delivering financial expertise.
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Location
Atlanta, Georgia, United States, US
Languages
  • English -
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Bio

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Carter Morris Iv is a seasoned investment professional with 12+ years of experience in financial services, holding a Bachelor of Arts in Economics and a minor in Political Science from Sewanee: The University of the South. He has worked as a Principal, Chief Investment Officer, Portfolio Manager, and Investment Advisor, providing valuable analytical skills to clients. Carter is an Accredited Investment Fiduciary and holds FINRA Series 7 and 66 licenses.

Credentials

  • Accredited Investment Fiduciary
    -

Experience

  • Atticus Wealth Management
    • Greater Atlanta Area
    • Chief Executive Officer & Chief Investment Officer
      • May 2018 - Present
      • Greater Atlanta Area

  • Atticus Asset Management LLC
    • Greater Atlanta Area
    • Principal // Chief Investment Officer
      • Jan 2012 - Present
      • Greater Atlanta Area

      Clients of Atticus Asset Management benefit from Carter's valuable analytical skill set, honed through a combination of a rigorous academic background and practical professional experience in financial services. Carter began his career with AXA Equitable after graduating from Sewanee: The University of the South with a Bachelor of Arts in Economics and a minor Political Science. While at Sewanee, Carter concentrated on corporate finance, investments, money and banking, dynamics of financial institutions, derivatives and alternative investments which he studied under Dr. Robert A. Ott, Jr., the former Federal Home Loan Bank’s Vice President and Director of Financial Strategies. Before joining Atticus Asset Management, Carter worked as an investment advisor with New England Securities where he designed and managed 401k and pension plans. Carter is an Investment Advisor Representative and holds FINRA Series 7 and 66 licenses, as well as insurance licenses.

  • Pittman Financial Partners
    • Portfolio Manager
      • Jul 2010 - Jan 2012

  • AXA Equitable
    • Investment Advisor
      • Oct 2009 - Jul 2010

Education

  • 2005 - 2009
    The University of the South
    Bachelor of Arts (B.A.), Economics - Political Science
  • 2004 - 2004
    Dartmouth College
    ALPs at Dartmouth College's Rassias Center (French)

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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