Primary Job Title Managing Director & Founder Primary Organization Sepio Capital
Location Salt Lake City, Utah, United States Regions Western US Gender Male Also Known As Roger Carter
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B-K Cascade Ranch, a twelve hundred cow-calf pair business in Southern Oregon, is owned by Roger Carter. His ranching roots trace back to the 1880s. Mr. Carter is also a Managing Director at Merrill Lynch, where he serves as a senior client relationship manager and trusted advisor to institutions and families with assets totaling more than $3
billion. He has extensive experience in asset allocation, alternative investments, and sophisticated wealth transfer techniques, with over 35 years of experience. Mr. Carter had a stellar career as a Vice President at Goldman Sachs and an Executive Director at Morgan Stanley before joining Merrill Lynch.
