Brett Richter
About Brett Richter
Brett Richter is an Account Manager at Carta Venture Capital, where he has worked since 2021 in New York, NY. He has a background in finance, having held various roles in private wealth management at firms such as UBS and Morgan Stanley.
Work at Carta
Brett Richter has been serving as an Account Manager at Carta Venture Capital since 2021. In this role, he is responsible for managing client accounts and ensuring the delivery of high-quality service to clients in the venture capital sector. His position is based in New York, NY, where he has been contributing to the company's objectives for over three years.
Education and Expertise
Brett Richter earned a Bachelor's degree in Finance from the University of Maryland - Robert H. Smith School of Business, where he studied from 2012 to 2016. Additionally, he spent 11 months studying at Anglo-American University in Prague in 2015. His educational background provides him with a solid foundation in financial principles and practices.
Background
Brett Richter began his career in finance with internships at UBS and Mariner Wealth Advisors. He worked as a Private Wealth Management Intern at UBS in 2013 and again in 2015 at Mariner Wealth Advisors. After completing his degree, he joined UBS as a Registered Client Service Associate in 2016, progressing to a Wealth Strategy Associate role until 2021. He briefly worked as a Portfolio Associate at Morgan Stanley in 2021.
Professional Experience
Brett Richter has accumulated significant experience in the financial services industry. His roles at UBS included positions as a Registered Client Service Associate and Wealth Strategy Associate, where he developed skills in client service and wealth management strategies. His brief tenure at Morgan Stanley as a Portfolio Associate further expanded his expertise in portfolio management within private wealth management.