Carter Bertelsen

Carter supports client portfolio operations, working closely with advisors and the investment team to implement portfolio plans, considering tax consequences, cash management, legacy positions and allocations changes.

Carter's prior experience was in operations and trading prior to joining Parkside Advisors as an associate, where he managed the firm's portfolio management processes, prior to its acquisition by NorthRock.

Professional Designations and Associations

  • Bachelor of Arts in Economics | San Jose State University
  • Currently pursuing a Certificate in Personal Financial Planning from the University of California, Berkeley Extension.