Carter Smith

M&A Analyst

Based in the firm’s Milwaukee office, Carter serves as an analyst on the M&A team, partnering with Wealthspire leadership and the larger NFP team on all aspects of the M&A process.

Previously, he worked as an investment banking analyst intern for TKO Miller and as a credit analyst for WBD Inc. He holds a bachelor’s degree in finance from the University of Wisconsin – Whitewater. Additionally, he earned his MBA from the University of Wisconsin –Milwaukee.

Outside of work, Carter enjoys golfing and boating whenever he can.

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.