Jeffrey Carter, CFP®

Vice President
Investment Officer
508-591-6217
jcarter@pliadv.com

Jeff has over 25 years of experience in the financial services industry. Prior to joining
Plimoth Investment Advisors in 2014, Jeff was a Director of Client Services at Pyramis
Global Advisors, the institutional fund manager of Fidelity Investments. In this
role, which he held for six years, he was the primary contact for complex foreign
and domestic client relationships, guiding client strategies in foreign and domestic
equities, fixed income, high yield, emerging markets, and alternative strategies.

Prior to his role at Pyramis, Jeff spent five years as a principal and fixed income
portfolio manager at State Street Global Advisors (SSGA). Before that, he spent 10
years at Fidelity Investments in various roles, starting on an operations team and
leaving as a senior financial analyst. He started his career at State Street Bank &
Trust Co. in a mutual fund accountant role in 1990.

Jeff earned his Bachelor of Science degree in economics and finance from Bentley
University and received his Master of Business Administration degree from
Northeastern University. Jeff became a Certified Financial Planner® in April 2017.

Jeff is a lifelong Massachusetts resident and currently lives in North Attleboro with
his wife and three sons. He enjoys spending time with family and friends, rooting
on all Boston sports teams, and working on classic cars.

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