Carla Tew

Carla Tew

Client Experience Specialist

Two decades of Wall Street operations and compliance experience, and the person who makes new clients feel at home from the first phone call.

For more than two decades, Carla Tew has been dedicated to creating the kind of client experience that makes people feel welcomed, supported, and genuinely cared for.

Carla began her career in the financial services industry in 2003, developing a strong foundation in operations, trade processing, and compliance while working in the wire room and operational center at Legg Mason. Through a series of industry mergers, including Morgan Stanley, Citigroup, and Smith Barney, she gained valuable experience navigating the operational side of wealth management before joining Stifel in 2010 as a Client Service Associate. Her exceptional organizational skills, attention to detail, and commitment to doing things the right way continue to be invaluable to the clients and families she serves today.

In 2012, Carla began working alongside Mitchel Krause, forming a partnership built on a shared belief that exceptional financial advice should always be accompanied by exceptional client service. When Other Side Asset Management was founded in 2018, Carla joined from the very beginning, helping build the firm while continuing to provide the personalized attention and trusted relationships clients have come to know and appreciate.

Whether welcoming a new family to the firm, assisting clients through important life transitions, or helping ensure every detail is handled with care, Carla believes that every interaction matters. Her goal is simple: to make each client feel at home and confident that they are being cared for every step of the way. That commitment to kindness and service has been a hallmark of her career.

Outside the office, Carla's greatest joy is spending time with her family. She lives in Sampson County, North Carolina, close to her children and grandchildren, and treasures every opportunity to be part of their daily lives, whether helping in the garden next door with one of her daughters and son-in-law or simply enjoying time together. She also loves exploring everything North Carolina has to offer, from the mountains to the coast, and enjoys riding motorcycles whenever she gets the chance.

This biography describes professional background and experience only. It is not a testimonial or an endorsement, and it does not describe investment results. Other Side Asset Management provides investment advisory services and offers such services only in states where it is properly registered or exempt from registration.

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