A complete list of active advisors currently associated with Carbon Wealth Management

Warmer can help you find a great advisor at Carbon Wealth Management or one who fits your needs even better.

Carbon Wealth Management provides investment management and compliance services primarily to pooled investment vehicles and other institutional clients. The firm acts as portfolio manager for those entities and oversees regulatory and compliance matters on their behalf. The firm’s investment work is informed by tax-aware analysis and financial modeling, reflecting the lead advisor’s advanced tax education and recent modeling training. Carbon Wealth Management also distributes periodic written materials and conducts educational workshops and seminars on topics such as cryptocurrency and tax considerations, aligning with the advisor’s coursework in cryptocurrency. Distinctive features include the lead advisor’s legal and tax credentials (a J.D. and an LL.M. in Taxation) combined with targeted technical training in cryptocurrency and financial statement modeling, which is uncommon among peers. The lead advisor serves as both President and Chief Compliance Officer, reports no outside business activities or disciplinary history, and the firm’s practice of publishing periodicals and running client education sessions is relatively rare for investment-manager firms.

To learn more about the advisors currently working at Carbon Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Quincy Black	Tampa, FL	1

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