Carlton joined Sapere as Executive Vice President, extending the firm’s specialized services to Charlottesville, VA and the surrounding area in late 2004. Carlton was with Frank Russell Company and Northwestern Mutual (NMFN) for more than two decades in various mentoring and client service capacities, bringing wealth management solutions to clients by using disciplined institutional asset allocation models, and dynamic and comprehensive financial planning techniques. During this time, he also was a frequent and sought-after speaker for various industry organizations and NMFN National Conferences. Carlton holds a Master of Business Administration from Arizona State, and a Bachelor of Scien