Client Investment Director

Elizabeth Carter is responsible for managing relationships with our clients. She also has special responsibility for a number of our larger charity clients and those in our COIF Charities Ethical Investment Fund.

She joined CCLA in July 2004 from Clerical & Medical. After graduating from King’s College London with a Law degree, Elizabeth joined the investment department of Clerical Medical, latterly Insight Investment.

She holds a diploma in Private Client Investment Advice and Management and is a chartered fellow of the Chartered Institute for Securities and Investment (CISI).

elizabeth.carter@ccla.co.uk
020 7489 6025