Matthew Carter

Matthew Carter, CFA, CFP®, is the Managing Partner and Portfolio Manager at Ironwood Investment Counsel, based in Scottsdale, Arizona. In this role, he oversees the firm’s overall investment strategy, portfolio management, and client advisory services, guiding a team responsible for managing assets for individuals, families, foundations, trusts, and retirement plans.

With over 24 years of experience in investment management and consulting, Matthew has deep expertise in constructing and managing diversified portfolios—primarily focusing on U.S. and global equities, fixed income, alternative investments, and tax-efficient strategies for high-net-worth clients. He previously served as Partner at Ironwood Investment Counsel and as Director of Investments at Inlign Wealth Management, strengthening his extensive background in tailored investment consulting and multi-asset class allocation.

Matthew holds a BSBA in Finance from the University of Arizona and an MBA from Arizona State University. He is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®), showcasing comprehensive skills in portfolio management, wealth planning, and strategic asset allocation across multiple sectors and investment vehicles.