Merchant
Candice D. Carlton is an experienced executive in strategy and marketing, currently serving as Managing Director of Engagement and Growth Strategy at Merchant since May 2025. Prior to this role, Candice held various senior positions at Ficomm Partners from January 2020 to April 2025, including Executive Vice President overseeing Strategy and Advisor Growth Marketing. Earlier career highlights include a Marketing Consultant role at AdvisorJam and multiple leadership positions at United Capital Financial Advisers, LLC, where responsibilities included VP Growth Marketing and Global Director of Field Management and Communications. Candice started at Mercer Advisors as a Senior Business Project Manager and has foundational expertise from previous roles in investment operations. Educational credentials include an MBA focused on Change Making, Marketing, and Strategy from altMBA and a Bachelor of Commerce in Finance and Economics from the University of Cape Town.
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Merchant
Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access. By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity.