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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 @
2009 -2022 Chief Investment Officer @
2001 -2009 Chief Investment Officer @
1998 -2001 Portfolio Manager @
1997 -1998 Equity Analyst @ Lens Fund
1992 -1995 Associate @
2022 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
David Carter Skills
Strategy
Bloomberg
Leadership
Investment Strategies
ETFs
Institutional
Capital Markets
Financial Structuring
Alternative Investments
Banking
Securities
Portfolio Management
Asset Management
Hedge Funds
Bonds
High Yield
Asset Allocation
Investments
Fixed Income
Asset Managment
Equities
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 Strategy, Bloomberg, Leadership, Investment Strategies, ETFs and more. David Carter has 2 emails on RocketReach.
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