Carter Braxton Worth: Biography, Career, and Business Insights

Carter Worth’s Profile Summary

Company	Worth Charting LLC
Position	CEO and Founder of Worth Charting LLC, a company he established in September 2021 after a long career on Wall Street as a technical analyst
Source of wealth	Consulting and subscription services from Worth Charting, earnings from CNBC appearances, management positions at Cornerstone Macro and Oppenheimer & Co.
Also known as	Television commentator, Technical market strategist, Financial analyst
Age	60
Education	Boston University - Bachelor’s degree in International Relations
Citizenship	United States
Residence	Manhattan, New York, USA
Family	Wife Andrée Jill Finkle, parents Theron O. Worth Jr. and Merwin Braxton Worth
Website, Social Media	https://www.worthcharting.com/

Biography

Carter Braxton Worth, born in 1966, is a well-known American financial analyst and stock market strategist. A Boston University graduate in International Relations, he started his career at Donaldson, Lufkin & Jenrette, where he was mentored by one of the longest-publishing technical analysts on Wall Street, Vincent Roland Boening. Over the years, Carter built a reputation as a top technical analyst, holding positions such as Chief Market Technician at Oppenheimer & Co., Sterne Agee, and Cornerstone Macro Research. In 2021, he founded Worth Charting LLC, which provides technical analysis services to institutions and individual investors. Known for his appearances on CNBC as the "Chart Master," Worth has consistently ranked among the top three technical analysts on Wall Street since 2008. His approach blends collective wisdom, behavioral science, and pattern recognition to analyze market trends. Worth is also a frequent contributor to major financial media outlets like Bloomberg and The Wall Street Journal

Continues as CEO and founder of Worth Charting LLC as of 2025.

How did Carter Worth make money?

Carter Worth makes money in the following areas:

Consulting and subscription services from Worth Charting, earnings from CNBC appearances, management positions at Cornerstone Macro and Oppenheimer & Co.
What is Carter Worth net worth?

As of 2026, Carter Worth’s net worth is estimated to be $5M.

What is Carter Worth also known as?

Carter Worth is recognized not only for his technical analysis but also as a frequent guest and co-host on financial news programs like CNBC's Options Action. His insights into market patterns have earned him a broad audience among retail and institutional investors alike. He regularly provides market forecasts and stock recommendations based on technical analysis, and his commentary is highly valued across various financial platforms, including Bloomberg TV and The Wall Street Journal. He is particularly noted for using price-volume correlation and pattern recognition in his analyses

Prominent achievements

Carter Worth has been ranked as one of the top 3 technical analysts on Wall Street, appearing on Institutional Investor's All-American Research Team since 2008, co-hosted CNBC’s Options Action, founded Worth Charting LLC in 2021, consistently featured in leading financial publications like The Wall Street Journal and Barron’s

What are Carter Worth’s key insights?

Carter Worth emphasizes the importance of collective wisdom and behavioral science in his approach to financial markets. His technical analysis relies heavily on pattern recognition, price-volume correlation, and relative strength. He believes in the power of charts to uncover market trends without relying on unnecessary complexity, preferring a straightforward, evidence-based approach

Personal life

Carter Worth is married to Andrée Jill Finkle, whom he wed in 2007. His parents are Theron O. Worth Jr., a former administrator at Smith Barney, and Merwin Braxton Worth, a former nurse administrator at Kirby Forensic Psychiatric Center. There is no information available regarding children or siblings

Useful insights

Advanced investment strategies

For those who have mastered the basics, the next step is exploring advanced investment strategies. These books delve into the complexities of portfolio management and alternative asset classes, offering sophisticated approaches to building wealth.

David Swensen - "Pioneering Portfolio Management"
- Summary:
  
  In this book, Swensen, who successfully managed Yale's endowment fund, outlines his investment philosophy, emphasizing diversification, a long-term perspective, and the inclusion of alternative asset classes such as hedge funds, private equity, and real estate. This approach aims to balance risk and reward to maximize returns for institutional investors.
- Why read it:
  
  Swensen’s methods are widely regarded as groundbreaking and have been adopted by many large institutional investors. His book is essential for anyone looking to build a robust, diversified portfolio with a focus on steady, long-term growth.
Joel Greenblatt - "The Little Book That Still Beats the Market"
- Summary:
  
  Greenblatt presents a simple yet effective formula for investing in value stocks. His "magic formula" identifies companies that are both undervalued and have high earnings yields, providing a clear strategy for beating the market. Greenblatt simplifies complex financial concepts for individual investors, making the book accessible to both beginners and experienced traders.
- Why read it:
  
  Greenblatt’s formula has consistently outperformed the market, making this book a practical guide for investors looking for a straightforward, effective strategy. It’s particularly useful for those who prefer a hands-on approach to stock selection without the need for deep financial expertise.