Carter Kegle is a rising junior at Rollins College in Winter Park, Florida, where he is pursuing a degree in Finance. Carter is also a member of the Rollins Men’s Swimming Team and serves on the Business Student Leadership Council.
Originally from East Grand Rapids, Michigan, Carter brings a strong foundation in investing, financial markets, and wealth management built through both his academic studies and personal investing experience. He is eager to spend the summer with Cambria Wealth Management gaining firsthand exposure to portfolio construction, investment analysis, financial planning, and client relationships.
As a collegiate athlete, Carter has cultivated a deep appreciation for discipline, consistency, teamwork, and time management, qualities he applies directly to his work with clients and colleagues. He is particularly interested in understanding how successful advisors build trust with clients, communicate complex financial concepts, and create long-term strategies that help individuals and families achieve their financial goals.
Having spent much of his life visiting Longboat Key with family, Carter is excited to spend the summer on Florida's Gulf Coast working alongside experienced professionals and applying his skills in a real-world wealth management setting.
Outside of academics, athletics, and investing, Carter enjoys spending time with family and friends, traveling, and exploring topics across business, finance, and personal development.