Picture of Donna Carter

Donna Carter
Director of Business Development – M&A Referral Services
Call or Text: 941-914-9332

Donna Carter has over 30 years of financial, operational, risk management and private equity experience. Her experience in mergers and acquisitions, private equity, and family offices is extensive. She was one of the original founders of Chase Capital Partners, the private equity division of JP Morgan Chase, where she served as the CFO and CAO and was instrumental in growing the business from $120 million to over $17 billion over nine years. Donna was also a founder, General Partner and CFO of Overture Capital Partners, a middle market private equity firm in Boston, and Partner and CFO of Banc Boston Capital, the private equity division of Bank of Boston.

Most recently, Donna founded Carter Financial & Forensic Services in CA where she provided CFO, risk management, and forensic accounting services to small, middle market and not-for-profit clients. Previously she was the Executive Vice President, Chief Financial Officer and Chief Compliance Officer of The Whittier Trust Company, a multi-family office and UHNW investment management firm, and served as First Vice President – Alternative Investments at Mellon Financial Corporation, where she managed all of the finance and administration of alternative investment products.

Donna received her Bachelor of Arts, Summa Cum Laude, in Accounting and Economics from Queens College and is a CPA (NY and FL), a CGMA, and earned a Certificate in Forensic Accounting from the AIPCA. She is a member of the AICPA, NYS-CPA, FL-CPA, ACFE, FEI, ACG.

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