Jason Carter

Jason is a member of the firm’s Investment Committee and serves high net worth families, large corporations and charitable foundations.

Prior to joining Veratis Advisors, Inc. Jason spent his 10 year career in financial planning and management roles at a number of different firms in the RTP area. The people, culture and rigorous investment process of Veratis Advisors, Inc. was attractive to Jason and he decided to join the team in January, 2017.

Jason is a native of North Carolina and studied Spanish Literature and Economics at Wake Forest University before pursuing an executive program through Duke University where he obtained the knowledge and skills required to sit for the Certified Financial Planner National Board Exam. Jason is also an active program participant in CFA Institute’s CFA program.