David Carter Email & Phone Number
Managing Director | Investment Specialist | J.P. Morgan Private Bank @ J.P. Morgan
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David Carter Location
- New York, NY, US
David Carter Work
- Managing Director | Investment Specialist | J.P. Morgan Private Bank @ (May 2022 - Present)
- Chief Investment Officer @ (September 2009 - May 2022)
- Chief Investment Officer @ (January 2001 - March 2009)
- Portfolio Manager @ (September 1998 - October 2001)
- Equity Analyst @ Lens Fund (March 1997 - August 1998)
- Associate @ (January 1992 - January 1995)
- Chief Investment Officer @
David Carter Education
- University of Chicago Booth School of Business
MBA (Finance)
1995-1997 - Northeastern University
BS (summa cum laude, finance)
1988-1992 - Northeastern University
Bachelor of Science (Finance, General)
- The University of Chicago Booth School of Business
Master of Business (Finance, General)
David Carter Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Bloomberg
- Bonds
- Business Acquisition
- Business Development
- Capital Markets
- Distribution Strategies
- Due Diligence
- ETFs
- Equities
- Financial Services
- Financial Structuring
- Fixed Income
- Hedge Funds
- High Yield
- Institutional
- Investment Strategies
- Investments
- Leadership
- Mentoring
- Portfolio Management
- Portfolio Optimization
- Securities
- Strategy
- Trading
- Wealth Management Services
- Investment Management
David Carter Summary
- David Carter, based in New York, NY, US, is currently a Managing Director | Investment Specialist | J.P. Morgan Private Bank at J.P. Morgan Private Bank. David Carter brings experience from previous roles at Lenox Wealth Advisors, Spinnaker Trust, GW&K Investment Management and Lens Fund. David Carter holds a 1995 - 1997 MBA in Finance @ University of Chicago Booth School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking and more. David Carter has 1 emails on RocketReach.
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