Vice President, Portfolio Manager Private Equity/Reit Lending
Current
Dec 2022 - Present
AeroLeads people directory · profile
Joseph Carter, Cfa Email & Phone Number
Vice President, Portfolio Manager Private Equity/REIT Lending-Eastern Bank
at
Eastern Bank
1 work email found
@rocklandtrust.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Portfolio Manager Private Equity/REIT Lending-Eastern Bank
Location
Tewksbury, Massachusetts, United States
Company size
Who is Joseph Carter, Cfa? Overview
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Quick answer
Joseph Carter, Cfa is listed as Vice President, Portfolio Manager Private Equity/REIT Lending-Eastern Bank at Eastern Bank, a with 1477 employees, based in Tewksbury, Massachusetts, United States. AeroLeads shows a work email signal at rocklandtrust.com and a matched LinkedIn profile for Joseph Carter, Cfa.
Joseph Carter, Cfa previously worked as Vice President, Portfolio Manager Private Equity/REIT Lending at Eastern Bank and Vice President, Portfolio Manager at Rockland Trust. Joseph Carter, Cfa studied at Maynard High School.
Company email context
Email format at Eastern Bank
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*@rocklandtrust.com
68% confidence
AeroLeads found 1 current-domain work email signal for Joseph Carter, Cfa. Compare company email patterns before reaching out.
Profile bio
About Joseph Carter, Cfa
I am a Portfolio Manager on the Commercial Lending team at Rockland Trust. Previously I was a Portfolio Manager on a Commercial Real Estate (CRE) lending team at East Boston Savings Bank (EBSB). I was in the position from January 2020 to November 2021 when Rockland's acquisition of EBSB closed. I was with EBSB since October of 2013 and was formerly a Credit Analyst and Credit Officer on the Credit team. I previously worked as a credit analyst for United Bank in Worcester. I graduated from Bryant University in May of 2010 with a degree in Business Administration. My concentration was in Finance with a double minor in Economics and Legal Studies. I am a CFA Charterholder and member of the CFA Society Boston.
Listed skills include Financial Analysis, Financial Modeling, Risk Management, Credit Analysis, and 17 others.
Current workplace
Joseph Carter, Cfa's current company
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Eastern Bank
6 roles
Joseph Carter, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Portfolio Manager
As Portfolio Manager, Vice President, I direct underwriting activities including CRE and C&I loan, credit, and market analysis, monitoring covenant compliance, maintaining client financial information, reviewing legal documents pre and post-closing, reviewing construction requisitions, preparing file comments, and presenting loans for approval at Senior Loan Approval Committee.One of my key achievements:• Executed closing of $13.45M commercial real estate mortgage secured by 48-unit multifamily property including screening, structuring, presenting, negotiating, and closing.
Nov 2021 - Nov 2022
Portfolio Manager - Commercial Real Estate
In this role, I oversaw an $876M loan portfolio, 21% of total EBSB CRE loans (as of 12/31/2020) including commercial loan analysis across industrial, retail, multifamily, hospitality, office, and construction sectors and managed cash flow and collateral analysis.One of my key achievements:• Implemented best practices contributing to 26 new loan originations totaling $426M generating $3.7K in fee income and underwrote 123 loan modifications totaling $36.7M in new money generating $148K in fees in 2020 and 2021.
Jan 2020 - Nov 2021
Credit Officer
As a Commercial Credit Analyst and Officer, I spearheaded lending practices including underwriting industrial, retail, multifamily, hospitality, office, and construction CRE loans up to $80M, assessing and mitigating risks, training junior staff on credit underwriting, and analyzing cash flow, collateral, and guarantors.One of my key achievements:• Underwrote 222 commercial loan requests and modifications totaling $1.5Billion from 2013 to 2019
Jan 2019 - Jan 2020
Credit Analyst
Oct 2013 - Jan 2020
Senior Credit Analyst
In this role, I demonstrated meticulous attention to detail underwriting C&I and CRE loan up to $25M, reviewing existing loan relationships to ensure covenant compliance and appropriate risk ratings, collaborating with cross-functional teams, and prioritizing and managing projects.
Sep 2010 - Oct 2013
Team & coworkers
Colleagues at Eastern Bank
Other employees you can reach at easternbank.com. View company contacts for 1477 employees →
AB
Amy Budrow
Colleague at Eastern BankBoston, Massachusetts, United States
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JL
Janis Lavender Tobin
Colleague at Eastern BankGreater Boston, United States
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PT
Patricia Turchinetz
Colleague at Eastern BankGreater Boston, United States
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RG
Rebecca Grimm (She/Her)
Colleague at Eastern BankBoston, Massachusetts, United States
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JH
Joseph Holland
Colleague at Eastern BankBoston, Massachusetts, United States
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TW
Trevor Whelan
Colleague at Eastern BankGreater Boston, United States
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AB
Amanda Bates
Colleague at Eastern BankDover, New Hampshire, United States
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MM
Mayra Montoya
Colleague at Eastern BankGreater Boston, United States
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PC
Patty Connick
Colleague at Eastern BankLynn, Massachusetts, United States
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MH
Maura Hurley
Colleague at Eastern BankGreater Boston, United States
View →
Amy Budrow
Colleague at Eastern BankBoston, Massachusetts, United States
View →
JL
Janis Lavender Tobin
Colleague at Eastern BankGreater Boston, United States
View →
PT
Patricia Turchinetz
Colleague at Eastern BankGreater Boston, United States
View →
RG
Rebecca Grimm (She/Her)
Colleague at Eastern BankBoston, Massachusetts, United States
View →
JH
Joseph Holland
Colleague at Eastern BankBoston, Massachusetts, United States
View →
TW
Trevor Whelan
Colleague at Eastern BankGreater Boston, United States
View →
AB
Amanda Bates
Colleague at Eastern BankDover, New Hampshire, United States
View →
MM
Mayra Montoya
Colleague at Eastern BankGreater Boston, United States
View →
PC
Patty Connick
Colleague at Eastern BankLynn, Massachusetts, United States
View →
MH
Maura Hurley
Colleague at Eastern BankGreater Boston, United States
View →
2 education records
Joseph Carter, Cfa education
Education record
Maynard High School
Bachelor Of Business Administration (B.B.A.), Business Administration, Finance Concentration
FAQ
Frequently asked questions about Joseph Carter, Cfa
Quick answers generated from the profile data available on this page.
What company does Joseph Carter, Cfa work for?
Joseph Carter, Cfa works for Eastern Bank.
What is Joseph Carter, Cfa's role at Eastern Bank?
Joseph Carter, Cfa is listed as Vice President, Portfolio Manager Private Equity/REIT Lending-Eastern Bank at Eastern Bank.
What is Joseph Carter, Cfa's email address?
AeroLeads has found 1 work email signal at @rocklandtrust.com for Joseph Carter, Cfa at Eastern Bank.
Where is Joseph Carter, Cfa based?
Joseph Carter, Cfa is based in Tewksbury, Massachusetts, United States while working with Eastern Bank.
What companies has Joseph Carter, Cfa worked for?
Joseph Carter, Cfa has worked for Eastern Bank, Rockland Trust, East Boston Savings Bank, and United Bank.
Who are Joseph Carter, Cfa's colleagues at Eastern Bank?
Joseph Carter, Cfa's colleagues at Eastern Bank include Amy Budrow, Janis Lavender Tobin, Patricia Turchinetz, Rebecca Grimm (She/Her), and Joseph Holland.
How can I contact Joseph Carter, Cfa?
You can use AeroLeads to view verified contact signals for Joseph Carter, Cfa at Eastern Bank, including work email, phone, and LinkedIn data when available.
What schools did Joseph Carter, Cfa attend?
Joseph Carter, Cfa studied at Maynard High School.
What skills is Joseph Carter, Cfa known for?
Joseph Carter, Cfa is listed with skills including Financial Analysis, Financial Modeling, Risk Management, Credit Analysis, Microsoft Excel, Team Oriented, Microsoft Word, and Commercial Lending.
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