Carter Smith
Senior M&A AnalystBased in the firm's Milwaukee office, Carter is a Senior Analyst on the M&A team. He collaborates closely with the Wealthspire leadership team across all stages of the M&A process, including relationship development, transaction analysis, and execution. Additionally, Carter works closely with the broader NFP team during both the transaction and integration phases.
Previously, Carter was an investment banking intern at TKO Miller, where he focused on sell-side M&A transactions across a diverse set of industries. He also worked at WBD Inc. as a Credit Analyst, where he performed debt underwriting to provide capital to mid-sized businesses for growth. Carter earned a bachelor’s degree in finance from the University of Wisconsin – Whitewater, where he also participated in the university’s CFP Program. He later completed his MBA at the University of Wisconsin – Milwaukee.
A Wisconsin native, Carter enjoys spending time with his wife, Alicia, and their Bernedoodle. Outside of work, he’s an avid traveler, golfer, and boater.
Previous Experience
- Investment Banking Analyst at TKO Miller
- Credit Analyst at WBD Inc.
Education & Credentials
- BBA, University of Wisconsin – Whitewater, Finance
- MBA, University of Wisconsin – Milwaukee
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
