Carter Nelson
Associate I, Client Relations
About Carter
Carter Nelson is a client relationship associate with The Rumley Group at William Blair. In this role, he oversees the operational needs of the team and assists clients with administrative requests, trading, and money movement. In addition, Carter helps onboard new clients and supports them throughout their relationship with the team and with the firm.
Before joining William Blair, Carter worked for Bank of America and Merrill Lynch, where he gained experience with trust and estate planning as a financial solutions advisor, providing a holistic planning approach to help clients achieve both their banking and investing goals. He began his career with Corebridge Financial as a retirement plan consultant educating individual teachers on their retirement planning, benefits, and savings.
Carter is a graduate of Auburn University with a B.S. in economics. He is an Atlanta native and enjoys working out, live music—concerts big and small—and live sports.
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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139 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.