Evan Carter, Cpa
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Evan Carter, Cpa Email & Phone Number

Vice President of Finance at Coastline Wealth Management
Location: New York, United States 9 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Coastline Wealth Management
Role
Vice President of Finance
Location
New York, United States
Company size
50 employees

Who is Evan Carter, Cpa? Overview

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Quick answer

Evan Carter, Cpa is listed as Vice President of Finance at Coastline Wealth Management, a with 50 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Evan Carter, Cpa.

Evan Carter, Cpa previously worked as Vice President of FP and A at Ite Management and Head of FP&A at Ite Management. Evan Carter, Cpa holds Bachelor Of Science (B.S.), Accounting And Finance from University Of Delaware - Lerner College Of Business And Economics.

Company email context

Email format at Coastline Wealth Management

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Coastline Wealth Management

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Profile bio

About Evan Carter, Cpa

As the Head of FP&A at ITE Management, I oversee the budgeting, forecasting, and reporting functions for a leading alternative asset management firm. I have more than 10 years of experience in accounting and finance, working with various real estate and investment companies, such as CBRE and Tishman Speyer. I am a Certified Public Accountant (CPA) with strong skills in financial reporting, analysis, and modeling. My core competencies include strategic planning, business partnering, and process improvement. I am passionate about delivering high-quality financial insights and solutions that support the growth and performance of the firm.

Current workplace

Evan Carter, Cpa's current company

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Coastline Wealth Management
Coastline Wealth Management
Vice President of Finance
New York, NY, US
Website
coastlinewealth.com
Employees
50
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9 roles · 21 years

Evan Carter, Cpa work experience

A career timeline built from the work history available for this profile.

Corporate Finance

Cbre
Sep 2019 - Apr 2022

Controller

Cbre

New York, New York

Jun 2016 - Sep 2019

Controller

Tishman Speyer

New York, New York

Became part of CBRE in September 2017 as part of an outsourcing.

Jun 2016 - Sep 2017

Audit Senior

Friedman Llp

Uniondale, Ny

Nov 2011 - Sep 2015
Team & coworkers

Colleagues at Coastline Wealth Management

Other employees you can reach at coastlinewealth.com. View company contacts for 50 employees →

KF Kevin Filosa Kevin Filosa Colleague at Coastline Wealth ManagementRonkonkoma, New York, United States View → SR Sean Russell, Crps® Sean Russell, Crps® Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → TA Todd A. Hynes, Cfp® Todd A. Hynes, Cfp® Colleague at Coastline Wealth ManagementUniondale, New York, United States View → SR Scott Raab Scott Raab Colleague at Coastline Wealth ManagementHanover, Pennsylvania, United States View → DB Daniel Barnes Daniel Barnes Colleague at Coastline Wealth ManagementMiller Place, New York, United States View → SH Steffan Hagendorf Steffan Hagendorf Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → JK Jean Kunkel Jean Kunkel Colleague at Coastline Wealth ManagementUnited States View → CK Carol Konicki Carol Konicki Colleague at Coastline Wealth ManagementWilmington, North Carolina, United States View → DJ David J. Mammina, Cfp®, Mba, Crpc® David J. Mammina, Cfp®, Mba, Crpc® Colleague at Coastline Wealth ManagementNew York City Metropolitan Area, United States View → GT Garrett Taylor, Crpc Garrett Taylor, Crpc Colleague at Coastline Wealth ManagementHauppauge, New York, United States View →
1 education record

Evan Carter, Cpa education

FAQ

Frequently asked questions about Evan Carter, Cpa

Quick answers generated from the profile data available on this page.

What company does Evan Carter, Cpa work for?

Evan Carter, Cpa works for Coastline Wealth Management.

What is Evan Carter, Cpa's role at Coastline Wealth Management?

Evan Carter, Cpa is listed as Vice President of Finance at Coastline Wealth Management.

Where is Evan Carter, Cpa based?

Evan Carter, Cpa is based in New York, United States while working with Coastline Wealth Management.

What companies has Evan Carter, Cpa worked for?

Evan Carter, Cpa has worked for Coastline Wealth Management, Ite Management, Cbre, Tishman Speyer, and Och-Ziff Capital Management.

Who are Evan Carter, Cpa's colleagues at Coastline Wealth Management?

Evan Carter, Cpa's colleagues at Coastline Wealth Management include Kevin Filosa, Sean Russell, Crps®, Todd A. Hynes, Cfp®, Scott Raab, and Daniel Barnes.

How can I contact Evan Carter, Cpa?

You can use AeroLeads to view verified contact signals for Evan Carter, Cpa at Coastline Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Evan Carter, Cpa attend?

Evan Carter, Cpa holds Bachelor Of Science (B.S.), Accounting And Finance from University Of Delaware - Lerner College Of Business And Economics.

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