As a Senior Investment Consultant at Clark Capital Management Group, Carter Hatch is responsible for supporting Clark Capital’s partnerships with Wealth Advisors in their dedication to affluent families, high net worth individuals, foundations, and retirement plans. Together, Carter and his Partners specialize in providing highly customized and long-term investment solutions with a level of sophistication typically reserved for ultra high net worth and institutional investors. Carter assists his Partners in building their ideal wealth counseling practice and supports advisors with the tools, techniques and degree of service that allows them to focus on their clients’ needs and financial security.

Carter joined Clark Capital in 2005 with over 10 years experience working with financial advisors to help them grow their businesses. He had served as Regional Business Consultant/Wholesaler for Curian Capital responsible for new business development. Prior to that he held positions of increasing responsibility with Putnam Investments becoming an internal wholesaler in the position of Senior Regional Marketing Associate. Carter is a graduate of Salem State College in Salem, MA where he earned a B.A. in Business Administration.

Office: 215.618.8122
Cell: 813.361.6014
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