Carlton Neil, CPA
Sr. Investment Analyst
Carlton joined EverSource Wealth Advisors with experience spanning alternative investments, mergers and acquisitions, and financial analysis. His background includes evaluating investments across both domestic and international markets, with a particular focus on real assets.
Prior to joining EverSource, Carlton worked with a Southeast-based timber investment fund, where he covered both domestic and international markets. Previously, he spent several years working in mergers and acquisitions for a subsidiary of UnitedHealth Group. Carlton earned his master’s degree in Accounting from Samford University and is a Certified Public Accountant (CPA). He is currently pursuing the Chartered Alternative Investment Analyst (CAIA) designation.
PROFESSIONAL DESIGNATIONS & AFFILIATIONS
Certified Public Accountant (CPA)