Dr Emily Carter Warburton Capital Management

Thomas K. Warburton, Chairman of Warburton Capital Management announced the appointment of Dr. Emily K Carter DDS MSD to our Advisory Board of Directors.

Dr. Carter attended Bishop Kelley High School in Tulsa where she met her husband, Noah. She then graduated from the University of Kansas with honors and a degree in Human Biology.

Following undergraduate school, Dr. Carter attended dental school at the University of Missouri-Kansas City School of Dentistry. She graduated summa cum laude and earned her Doctor of Dental Surgery Degree. She was also awarded the Public Health award for her efforts to improve care for indigent and underserved populations.

She was inducted into the dental honor society Omicron Kappa Upsilon, which is limited to the top five percent of a graduating dental class.

Upon completion of her dental training, she was accepted into residency at the UT Health Science Center in Houston where she received a Master of Dental Science degree and Certificate in Orthodontics.

Dr. Carter takes an active role in meeting and exceeding the standards of her profession. She is an active member of many professional organizations including the American Association of Orthodontists, the American Dental Association, the Oklahoma Dental Association and the Tulsa County Dental Society. Emily received the coveted “Most Likely To Do Epic (Expletive Deleted)” award from her Women In Dentistry Study Group.

Dr. Carter gives back to the community with her husband, Noah, through their work with Catholic Charities where she served on the NextGen Committee, the Cystic Fibrosis Foundation where they chaired the Tulsa’s New Leaders event and Emergency Infant Services by chairing the Kaleidoscope Ball.

Emily and her husband, Noah, live in Tulsa with their four children, Liv, Rowan, Finn, Lael and their dog, Yoyo. Dr. Carter loves spending time outdoors on Turkey Mountain, reading, riding horses and supporting local business. Given her pragmatic approach to parenthood, Emily has also been dubbed as “Worst Mom Ever” and “Meanest Mom Ever” by her beloved children!  I’ve advised her that ‘this is part of parenthood’ and ‘if the children are smart, their perception will change over the ensuing decades’.

Warburton commented “Emily’s brilliance, charm, service to our community and ‘take no prisoners’ approach to life are all qualities I admire.  I’m confident Dr. Carter will assist Warburton Capital over the ensuing decades in actualizing our Core Value which is To Help People!” Please join me in welcoming Emily to our Team.

Warburton Capital Management was founded in Tulsa in 2006 and provides investment advisory and wealth management services to business owners, professionals, corporate executives, individuals, families, endowments and foundations. The offices of the Firm are located in First Place Tower at 15 East Fifth Street, Suite 3675, Tulsa, Oklahoma, 74103.

This Press Release may also be seen here in the Tulsa World:

https://www.tulsaworld.com/business/businesspeople/financial-dr-emily-k-carter-dds-msd-warburton-capital-management/article_0488577a-e143-11e9-bd85-6375a7633fd1.html

Author: Warburton Capital

Jonathan Hall is the CEO and President of Warburton Capital Management and a member of the Board of Directors. Jonathan has been a member of the Warburton Capital team and a principal of the firm since 2013. As President of Warburton Capital, he manages day-to-day operations, leads the firm’s advisory and operations teams, and directs efforts to attract and retain talent. As a member of the firm’s Board of Directors, he works with the firm’s Founding Principal and the Board of Directors to derive and implement strategic decisions regarding the direction of the firm such as mergers and acquisitions, new lines of business, and business development. Jonathan is a CERTIFIED FINANCIAL PLANNER™ Practitioner; he guides his clients through a life of financial purpose, helping them to define and achieve their goals as a fee-only fiduciary financial advisor. Jonathan earned a B.A. in History, a B.A. in Government, and an M.B.A. from Oral Roberts University, where he served as President of the ORU Graduate Business Association. He further earned a Master of Science in Financial Services (M.S.F.S.) with an emphasis in Financial Planning from Saint Joseph’s University. Jonathan has served as an Adjunct Professor of Finance at ORU teaching Personal Financial Planning and Capital Markets. Jonathan was recognized in 2016 as one of Tulsa’s “40 Under 40.” Jonathan is a graduate of Leadership Tulsa, Class 51. From 2020-2021, he served as the President of the Board of Directors for Emergency Infant Services and had served on that Board since 2014. He served from 2023-2024 as a Trustee at the Tulsa School of Arts and Sciences (TSAS). In 2019, City Councilor Phil Lakin appointed him to the City of Tulsa Sales Tax Overview Committee, representing District 8. In 2020, he was appointed by Governor J. Kevin Stitt to the Oklahoma Commission on Children and Youth, serving as a member representing Business & Industry. In 2022, Governor Stitt re-appointed him to that Commission, and he was elected Secretary by his peers. Jonathan and his wife of 12 years have three children and a beloved family Golden Retriever. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.