Employee Daniel C. Carter

Dan Carter

11 Greenway Plaza, Suite 2625
Houston, TX 77046

PHONE NUMBER: 832-941-5760
TOLL-FREE: 866-216-7016

Daniel C. Carter

Senior Vice President

Dan Carter is a senior relationship manager in CIBC Private Wealth Management’s Houston office with more than 20 years of industry experience. In this role, he manages client relationships and implements strategies designed to help clients achieve their financial, estate planning and philanthropic goals.

Prior to joining the firm, Dan worked at RNS Capital, LP where he assisted with the development and management of the firm, focusing on capital development and investor relations. Prior to RNS, he has worked at Donaldson, Lufkin, and Jenrette, Morgan Stanley and UBS.

He earned a Bachelor of Arts in government and a Master of Business Administration from the University of Texas. While at UT, Dan was a Texas Cowboy and served on active duty with the U.S. Marine Corps. Dan is also member of the MBA Advisory Council at The University of Texas McCombs School of Business.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.

Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.


View latest insights

Contact Us Employee