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

2022 - now Managing Director | Investment Specialist | J.P. Morgan Private Bank @ J.P. Morgan
2009 - 2022 Chief Investment Officer @ Lenox Wealth Advisors
2001 - 2009 Chief Investment Officer @ Spinnaker Trust

1998 - 2001 Portfolio Manager @ GW&K Investment Management
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1997 - 1998 Equity Analyst @ Lens Fund
1992 - 1995 Associate @ JPMorgan Chase & Co.
Chief Investment Officer @ Lenox Wealth Advisors

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David Carter Education

University of Chicago Booth School of Business
MBA (Finance)
1995 - 1997
Northeastern University
BS, summa cum laude (finance)
1988 - 1992

David Carter Skills

Strategy
Bloomberg
Leadership

Investment Strategies
ETFs
Institutional
Capital Markets
Financial Structuring
Alternative Investments
Banking

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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 Strategy, Bloomberg, Leadership, Investment Strategies, ETFs and more. David Carter has 2 emails on RocketReach.

David Carter Emails

Found 2 emails

David Carter Phone Numbers

Found 6 phone numbers

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David Carter

Managing Director | Investment Specialist | J.P. Morgan Private Bank at J.P. Morgan Private Bank

New York, NY, US
2
- yahoo.com
- jpmorgan.com
5+
- +1 860-521-XXXX
- +1 212-536-XXXX
- +1 212-231-XXXX
- +1 314-965-XXXX
- +1 646-928-XXXX
- +1 908-769-XXXX
David Carter

Founder and CEO at BenefitWerks

Orange Park, FL, US
1
- benefitwerks.com
2
- +1 904-294-XXXX
- +1 904-318-XXXX
David Carter

Founder at dcco.

London, GB
5
- hotmail.com
- smokestak.co.uk
- hotmail.co.uk
- dcco.co
- mantecarestaurant.co.uk
2
- +44 7909 63XXXX
- +44 7525 34XXXX

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M. Christianson

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New York, NY, US
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