C.J. Carter began his career in commercial banking, working as a credit analyst and later as a commercial loan officer. He then worked for a large bank managing and disposing of distressed real estate assets. C.J. has worked in the investment management and financial planning industry since 2012.
C.J. comes to LOCUS with extensive management experience with First Bank and Trust’s Wealth Management Division. He has worked previously with the Community Foundation of the New River Valley as a Community Advisor and Board Member. Currently, he is a member of the foundation’s Investment Committee where he helps oversee management of the organization's assets.
As Operations Manager, C.J. is responsible for coordinating LOCUS’ internal processes and developing the organization’s ongoing commitments to efficiency. He holds a B.S. from Virginia Tech and is a C.F.A. Institute charter holder.