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, is a chartered fellow of the Chartered Institute for Securities and Investment (CISI) and holds the CFA Institute Sustainable Investing Certificate.
