Carter Ruml Email & Phone Number
Director, Wealth Strategy @ Yellow Cardinal Advisory Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Carter Ruml Location
- Cincinnati, OH, US
Carter Ruml Work
- Director, Wealth Strategy @ (April 2024 - Present)
- Senior Estate and Financial Planner @ (August 2023 - April 2024)
- Adjunct Professor @ (November 2024 - Present)
- Equity Partner, Practice Group Leader @ (October 2021 - August 2023)
- Founder and Partner (Rumls PLC) @ (September 2015 - October 2021)
- Attorney and Member (Partner) @ (January 2014 - September 2015)
- Vice President - Senior Wealth Planner @ (December 2010 - December 2013)
- Senior Associate @ (October 2008 - December 2010)
- Associate @ (August 2004 - October 2008)
Carter Ruml Education
- Indiana University Lilly Family School of Philanthropy
M.A. (Philanthropic Studies (Degree Candidate))
2024-2028 - Stanford Law School
J.D.
2004 - Princeton University
A.B. (Public Affairs; Geosciences)
2024-2000 - Bancroft School
- St. Mark's School of Texas
Carter Ruml Skills
- Finance
- Estate Law
- Estate Planning
- Trusts
- Investments
- Estate Tax Planning
- Corporate Law
- Tax
- Asset Managment
- High Net Worth Individuals
- Strategic Financial Planning
- Succession Planning
- Investment Strategies
- Estate Administration
- Hedge Funds
- Investment Management
- Asset Management
- Private Equity
- Wealth Management Services
- Corporate Governance
- Asset Allocation
- Wealth
- Equities
- Financial Planning
- Mergers & Acquisitions
- PLC
- Attorney
- Mergers and Acquisitions
Carter Ruml Summary
- Carter Ruml, based in Cincinnati, OH, US, is currently a Director, Wealth Strategy at Yellow Cardinal Advisory Group. Carter Ruml brings experience from previous roles at Yellow Cardinal Advisory Group, University of Cincinnati College of Law and Bricker Graydon Wyatt. Carter Ruml holds a 2024 - 2028 M.A. in Philanthropic Studies (Degree Candidate) @ Indiana University Lilly Family School of Philanthropy. With a robust skill set that includes Finance, Estate Law, Estate Planning, Trusts, Investments and more. Carter Ruml has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Carter Ruml?
Find contact details for 700 million professionals.
Others Named Carter Ruml
Carter Ruml
Director, Wealth Strategy
Cincinnati, OH, US
Top Yellow Cardinal Advisory Group Employees
Kevin Hack
Wealth Advisor III
Cleveland, OH, US
Carter Ruml
Director, Wealth Strategy
Cincinnati, OH, US
Stephen Ford
Managing Director
Columbus, OH, US
Kimberly Miller
Vice President and Senior Private Banker
Medina, OH, US
John Shockley
Fiduciary Manager
Columbus, OH, US
David Liles
Director, Wealth Strategy and Administration
Milford, OH, US
John Allshouse
Sr. Director, Wealth Advisory Services and Private Banking
Cincinnati, OH, US
Dave Dickson
Financial Advisor
Cincinnati, OH, US
Carlton Zesch
Executive Managing Director, Head of Investment Banking
Cincinnati, Ohio, United States
Patrick Fitz
Investment Banking Associate
Cincinnati, OH, US
James Klasa
Wealth Regional Market President - IN and IL
Indianapolis, IN, US
Nader Harb
Digital Product Manager
Cincinnati, OH, US
Mark Iannarelli
Fixed Income Director
Cincinnati, OH, US
Adam Fath
Vice President, Fiduciary Officer
Cincinnati, OH, US
Richard Roesch
Director of Research
Dayton, OH, US
Seth Keele
Vice President and Wealth Advisor
Columbus, IN, US
Brooke Dittman
Wealth Associate
Cincinnati, OH, US
Shawn Fishbaugh
Director of Equities
Cincinnati, OH, US
George Gates
Investment Banking Analyst
Cincinnati, OH, US
Shannon Cornell
Compliance Manager
Cincinnati, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co