Over 23 years of experience in the finance industry, a nationally recognized expert in retirement planning, with knowledge of every facet of personal finance.
The Top Credentials
Chartered Financial Analyst (CFA), Masters Degree In Economics, nationally known author, founder and creator of financial planning software WealthTrace.
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Meet the owner
Doug Carey, the owner and founder of Atlas Capital, has over 23 years of experience in the financial markets. He is a Chartered Financial Analyst with a master’s degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University where he graduated summa cum laude.
Mr. Carey first got his start managing money in 1997 when he became a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He managed money for pension funds, 401(k) funds, and endowment funds.
Mr. Carey is a nationally recognized expert in financial and retirement planning and has been quoted in stories on several major news sites such as U.S. News, MarketWatch, Business Insider, CBS News, Yahoo Finance, and many others.
Most recently Mr. Carey helped build WealthTrace, a financial and retirement planning software company, where he designed and created software to help individuals manage their entire financial picture. With his broad array of experience Mr. Carey has dealt with and thoroughly understands everything from the most complex investments to the simplest equities and treasury bonds.
Mr. Carey is very active in the community and has donated time and money locally and at the state level. In his free time he enjoys gardening, cooking, reading, camping and hiking with his wife, three young children, and two dogs.