David Carter, CFA

As President and CIO, David sets the investment philosophy and process for Lenox Wealth Advisors. As the leader of the Investment Committee, he and the team work together overseeing the strategic and tactical asset allocation decisions of each portfolio.

David’s investment experience spans over 20 years, and he has successfully managed client portfolios through numerous market cycles. Prior to joining Lenox Wealth Advisors, he was the CIO of Spinnaker Trust and before that, an analyst at JP Morgan.

David is frequently quoted on market conditions by the Wall Street Journal, and other Dow Jones Publications. He is a Chartered Financial Analyst (CFA) and holds an M.B.A. from the University of Chicago. David resides in Darien, Connecticut, with his wife and children. In his spare time, he enjoys running and spending time with his family.