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David Carter
CIO at Lenox Wealth Advisors


David Carter, CFA, is CIO of Lenox Wealth Advisors. He sets the firm’s strategic and tactical allocation across multi-asset class portfolios of equity, fixed-income and alternative strategies. Carter has over 20 years of experience managing portfolios. He has an MBA from the University of Chicago.

David Carter's Network

Agenda Sessions

  • Institutional Asset Owners & ETFs: Still in the Future?