Margie Carpenter Email & Phone Number
SVP Wealth Advisor @ Farther Finance
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Margie Carpenter Location
- New York, NY, US
Margie Carpenter Work
- SVP Wealth Advisor @ (July 2022 - Present)
- Founder and Owner and Client Advisor @ Bell Tower Advisors, LLC (March 2010 - July 2022)
- College Instructor @ (January 2012 - May 2012)
- Portfolio Manager @ (January 2008 - March 2010)
- Portfolio Manager @ (January 2004 - December 2008)
- Investment Manager @ Chess Financial (January 2003 - December 2004)
- MorningstarAdvisor.com @ (January 1999 - December 2000)
- Consultant @ Inside Information (January 1998 - December 1999)
- Director, Financial Advisor Services @ (January 1996 - December 1998)
- Portfolio Manager, Mutual Fund Analyst @ Spero-Smith Investment Advisors (January 1992 - December 1996)
- Account Executive @ (August 1985 - July 1989)
- Assistant @ (June 1981 - June 1982)
Margie Carpenter Education
- Institute for Divorce Financial Analysts
CDFA (Certified Divorce Financial Analyst)
2012-2013 - College for Financial Planning
CFP
1996-2002 - Emory University - Goizueta Business School
MBA (Finance, Marketing)
1983-1985 - Bates College
Bachelor of Arts - BA
1975-1979 - Hathaway Brown
HS Diploma (college prep)
1969-1975
Margie Carpenter Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Certified Divorce Financial Analyst
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Wealth Management
- Mutual Funds
- IRA's
- Investment Strategies
- Asset Management
- Certified Financial Planner
- Wealth
- Personal Finance
- ETFs
- Research
- Analysis
- Investment Management
- Market Research
- Investment Research
- Equities
- Retirement Planning
- Emerging Markets
- Financial Analysis
- Securities
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Public Speaking
- Marketing
- Strategy
- Morningstar Office
- Investment/Manager Research
- Investment Education
- Life Transitions
- Plain English
- Morningstar
- Sales
- Bonds
- Trading
- English
- Wealth Accumulation
- Credit Cards
- Client Services
- Client Contact
Margie Carpenter Summary
- Margie Carpenter, based in New York, NY, US, is currently a SVP Wealth Advisor at Farther. Margie Carpenter brings experience from previous roles at Bell Tower Advisors, LLC, Strayer University, Hawthorn, A PNC Company and MAI Wealth Advisors, LLC. Margie Carpenter holds a 2012 - 2013 CDFA in Certified Divorce Financial Analyst @ Institute for Divorce Financial Analysts. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Certified Divorce Financial Analyst, Financial Planning and more. Margie Carpenter has 1 emails on RocketReach.
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