Shannon Carter, CFP®, IACCP®

Shannon CarterShannon joined InvesTrust Consulting in 2004. She serves as Chief Compliance Officer and Senior Investment Analyst. In this role Shannon is responsible for overseeing the firm’s compliance program, conducting investment research, including monitoring overall performance, screening, evaluation, reporting, presentation and due diligence. Shannon works closely with the CIO in the evaluation of asset allocation strategies and client education.

Prior to joining InvesTrust, Shannon worked in banking and legal services.

She earned her Bachelor of Business Administration and an MBA from the University of Central Oklahoma.

Shannon is a CERTIFIED FINANCIAL PLANNER™ professional,  Investment Advisor Certified Compliance Professional (IACCP®) and a registered Series 65 Investment Advisor Representative.

Click here for more information regarding professional designation requirements.