Carter Bertelsen
Associate - Operations

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


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