Carter joined Litman Gregory in 2021 as a member of the Operations team. He brings years of professional experience with supporting high-net-worth clientele through sales and service at a luxury car dealership. Carter is a graduate of San Jose State University with a BA in Economics.

Achievements & Credentials

• San Jose State University
• Securities Industry Essentials (SIE)

Personal Obsessions

• Long distance running and weightlifting
• Annoying his Rhodesian Ridgeback
• SF Giants

Contact

Carter.Bertelsen@lgam.com