Richard is the President & CEO of Carter P.C. working with the Audit, Accounting and Tax practices. He has 25 years of experience working with large multi-national public corporations, closely held corporations, not-for-profits entities and families & individuals. Prior to working for Carter P.C., Richard worked in the Audit practice for Ernst & Young, the Tax practice for Deloitte and served as a leader in the Private Wealth Services group for Grant Thornton. Additionally, he was the CFO/General Manager for a NASCAR Cup Series team and owner of a NASCAR Truck Series team.
Richard has provided assurance services, tax consulting and accounting advisory assistance to corporations for a number of industries with a focus on financial services organizations, manufacturing corporations, the retail industry and non-profit entities. He specializes in helping clients achieve their business goals by using his broad experience and by connecting the multi-disciplined services offered by Carter P.C. Richard also has significant experience working with CFOs, assisting them with risk and controls management, mergers & acquisitions, organizational structure and a wide range of tax services.
He also provides tax consulting to high net worth families and related closely-held entities to achieve their estate & succession planning, income tax planning and compliance planning requirements.
Professional qualifications and memberships
Certified Public Accountant (North Carolina & South Carolina)
Certified Financial Planner®
Member of the North Carolina Association of CPAs
Member of the AICPA
Member of the Financial Planning Association
Member of the Institute of Internal Auditors
Myers Park United Methodist Church (Member)
The Harvey B. Gantt Center Board of Directors (Chair)
Boy Scouts of America Executive Board (Asst. Treasurer)
Western Carolina University Accounting Advisory Board
East Mecklenburg High School Foundation Board of Directors
Charlotte-Mecklenburg Police Foundation Board of Directors (former)
Carolina Raptor Center Board of Directors (former Chair)
Bachelor of Science in Accounting from Wake Forest University
Masters in Business Administration from Duke University
16 Biltmore Avenue, Suite 200
Asheville, North Carolina 28801
1043 East Morehead St., Suite 101
Charlotte, North Carolina 28204