David Carter brings over 25 years’ experience to the Private Banking team at Mascoma Bank.
He is the single point of contact for professionals, including professional practice owners, developing financial solutions for both business and family. From complex commercial real estate and practice financing to consumer loans and mortgages, David has a proven track record of delivering the type of individualized client service and advice that Mascoma clients expect. With his partners at Mascoma Wealth Management, he leads a team providing financial planning and asset management to business owners and executives.
David is very involved in his community, having previously served on the boards of Age Well Vermont and the Helen Day Arts Center. He is currently working on broadening access to the arts.
He holds a B.A. and an M.A. from the University of Cincinnati, and is based in our Portland, Maine, office.
[email protected]
(207) 800-9977
48 Free Street, 2nd Floor
Portland, ME 04101
NMLS# 529558