Certuity
Carter Mecham, CMA, IACCP is currently serving as the CFO & CCO at Certuity since June 2022. Previously, Carter held the position of Controller at StateTrust Investments from February 2020 to June 2022. With a background in business finance and accounting, Carter has demonstrated strong leadership skills and specializes in finance operations. Carter's experience also includes roles such as Business Finance Officer at Summit Brokerage Services, Inc. and Controller at Advanced Equities. Graduating with a Bachelor's degree from the University of Florida, Carter has a solid academic foundation in the field.
Certuity
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Certuity provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life.