Brad Carter
Directeur en chef des Investissements chez Quest Investment Management LLC
Profil
Mr. Bradley J.
Carter, CFA MBA, is a Chief Investment Officer & Principal at Quest Investment Management LLC.
He is a member of Quest’s Investment Committee and focuses his equity research effort in the Technology and Healthcare sectors.
Mr. Carter began his career as an investment banking analyst at Robertson Stephens, and then as an associate at Montgomery & Co. where he focused on software and internet M&A.
Following business school he joined Provident Investment Counsel as an equity analyst, and was at Sparta Asset Management prior to joining Quest.
He is also Vice President at 300 North Capital LLC.
He received an MBA from the UCLA Anderson School of Management, and earned a Bachelor of Science in Business Administration with a minor in Economics from Chapman University.
He is a Chartered Financial Analyst charter holder and is a member of the CFA Institute.
Postes actifs de Brad Carter
| Sociétés | Poste | Début |
|---|---|---|
Quest Investment Management LLC
 Quest Investment Management LLC Investment ManagersFinance Quest Investment Management LLC (Quest) is a SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1985 and is a subsidiary of Quest Investment Management Holdings, Inc. Quest manages long-only large-cap growth equity portfolios and asset allocation strategies for institutional clients. | Directeur en chef des Investissements | - |
Anciens postes connus de Brad Carter
| Sociétés | Poste | Fin |
|---|---|---|
Sparta Asset Management LLC
 Sparta Asset Management LLC Investment ManagersFinance Founded in 2007, Sparta Asset Management LLC is a hedge fund company located in Rosemont, Illinois. | Analyst-Equity | 01/01/2012 |
300 North Capital LLC
 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Analyst-Equity | 30/03/2010 |
Montgomery & Co. LLC
 Montgomery & Co. LLC Investment Banks/BrokersFinance Founded by James Montgomery in 1986, Montgomery & Co. LLC, formerly Digital Coast Partners LLC, is an investment banking firm and broker/dealer headquartered in Santa Monica, California with an additional office in San Francisco. The firm provides a broad range of services including mergers & acquisitions, private placements and strategic advisory services. Montgomery & Co. is a member of the NASD and the SIPC. They focus on growth companies in the software, healthcare and media sectors. Within the software sector, the firm focuses on: (1) enterprise software (2) infrastructure software (3) vertical applications including healthcare information technology and human capital management and (4) business intelligence. Montgomery & Co.'s interests within the healthcare sector include: (1) information technology security (2) wireless (3) IP infrastructure and services (4) semiconductors/enterprise hardware (5) technology-enabled services (6) biotechnology (7) healthcare services (8) consumer healthcare (9) specialty pharmaceuticals (10) medical devices (11) tools and equipment and (12) reagents. Within the media sector, the firm focuses on: (1) advertising and marketing services (2) digital media services (3) entertainment, content and distribution (4) mobile media and (5) online services. | Analyst-Equity | 01/01/2005 |
| Robertson Stephens, Inc. | Analyst-Equity | - |
Formation de Brad Carter
| Chapman University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
300 North Capital LLC
300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Finance |
Montgomery & Co. LLC
Montgomery & Co. LLC Investment Banks/BrokersFinance Founded by James Montgomery in 1986, Montgomery & Co. LLC, formerly Digital Coast Partners LLC, is an investment banking firm and broker/dealer headquartered in Santa Monica, California with an additional office in San Francisco. The firm provides a broad range of services including mergers & acquisitions, private placements and strategic advisory services. Montgomery & Co. is a member of the NASD and the SIPC. They focus on growth companies in the software, healthcare and media sectors. Within the software sector, the firm focuses on: (1) enterprise software (2) infrastructure software (3) vertical applications including healthcare information technology and human capital management and (4) business intelligence. Montgomery & Co.'s interests within the healthcare sector include: (1) information technology security (2) wireless (3) IP infrastructure and services (4) semiconductors/enterprise hardware (5) technology-enabled services (6) biotechnology (7) healthcare services (8) consumer healthcare (9) specialty pharmaceuticals (10) medical devices (11) tools and equipment and (12) reagents. Within the media sector, the firm focuses on: (1) advertising and marketing services (2) digital media services (3) entertainment, content and distribution (4) mobile media and (5) online services. | Finance |
| Robertson Stephens, Inc. | Finance |
Sparta Asset Management LLC
Sparta Asset Management LLC Investment ManagersFinance Founded in 2007, Sparta Asset Management LLC is a hedge fund company located in Rosemont, Illinois. | Finance |
Quest Investment Management LLC
Quest Investment Management LLC Investment ManagersFinance Quest Investment Management LLC (Quest) is a SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1985 and is a subsidiary of Quest Investment Management Holdings, Inc. Quest manages long-only large-cap growth equity portfolios and asset allocation strategies for institutional clients. | Finance |
