Joe Carter, CPFA^®

Designations and licenses

Joe holds the Certified Plan Fiduciary Advisor® credential.

Experience and education

Joe is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Joe acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Joe may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Joe was a performance reporting specialist and a retirement plan consultant at AndCo Consulting. Before that, he was a consultant at Bidart & Ross, Inc.

Joe holds a bachelor’s degree in economics.

Personal interests

Away from the office, Joe enjoys golfing, fishing and hiking.