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Mary Carter
Finance & Investment Strategist · Wealth Advisor
Born 11 September 1985 • Based in New Jersey, USA
I help individuals and institutions grow and preserve capital through strategic investments, portfolio optimization, and practical financial planning. I translate market insight into simple, actionable plans that balance growth and risk. I am also a Data Analyst with expertise in transforming raw data into actionable insights through visualization and statistical analysis.
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About
With over 15 years in finance and investment, I specialize in helping clients build sustainable wealth through diversified portfolios, disciplined saving, and data-informed strategy. My work includes portfolio construction, retirement planning, capital allocation, and scenario-based risk management.
Core Skills
Data Analysis
Skilled in extracting insights from complex datasets, building dashboards, and applying statistical methods for decision making.
Financial Analysis95%
Investment Strategy90%
Risk Management85%
Portfolio Diversification80%
Asset Allocation
Analytics Dashboard
Portfolio value (by year)
Growth over time
Simulated sample data
Focus areas (last quarter)
Projects
Testimonials
Latest articles
Contact
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Location
Available for remote work and projects in New Jersey, USA.