![Charlie Carter](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charlie Carter
Directeur/Membre du Conseil chez
Palm Beach Civic Association
Profil
Charles Edward Carter currently works at Palm Beach Civic Association, as Director.
Mr. Carter also formerly worked at Ceredex Value Advisors LLC, as Director & Senior Research Analyst from 2021 to 2023, Credit Suisse Securities (USA) LLC (Broker), as Equity Research Associate, Trusco Capital Management, Inc., as Analyst from 2004 to 2008, and CNL Lifestyle Co. LLC, as Manager of Investor Relations.
Mr. Carter received his undergraduate degree in 2000 from Georgia Institute of Technology.
Postes actifs de Charlie Carter
| Sociétés | Poste | Début |
|---|---|---|
Palm Beach Civic Association
 Palm Beach Civic Association Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization to protect and improve palm beach | Directeur/Membre du Conseil | - |
Anciens postes connus de Charlie Carter
| Sociétés | Poste | Fin |
|---|---|---|
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Analyst-Equity | 30/03/2008 |
CNL Lifestyle Co. LLC
 CNL Lifestyle Co. LLC Miscellaneous Commercial ServicesCommercial Services Provides management, acquisition, disposition, advisory and administrative services for the real estate investment trusts | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Ceredex Value Advisors LLC
 Ceredex Value Advisors LLC Investment ManagersFinance Ceredex seeks to deliver excellent long-term investment performance by employing a well-crafted, methodical stock selection process with the dexterity to adapt to changing market conditions. Th firm offers value-equity strategies which are available in five portfolios: concentrated large-cap, large-cap, mid-cap smid-cap, and small-cap. The Ceredex strategies employ a traditional value style rooted in a fundamental, bottom-up approach. | Analyst-Equity | - |
Formation de Charlie Carter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Finance |
Georgia Institute of Technology
 Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Palm Beach Civic Association
Palm Beach Civic Association Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization to protect and improve palm beach | Commercial Services |
CNL Lifestyle Co. LLC
CNL Lifestyle Co. LLC Miscellaneous Commercial ServicesCommercial Services Provides management, acquisition, disposition, advisory and administrative services for the real estate investment trusts | Commercial Services |
Ceredex Value Advisors LLC
Ceredex Value Advisors LLC Investment ManagersFinance Ceredex seeks to deliver excellent long-term investment performance by employing a well-crafted, methodical stock selection process with the dexterity to adapt to changing market conditions. Th firm offers value-equity strategies which are available in five portfolios: concentrated large-cap, large-cap, mid-cap smid-cap, and small-cap. The Ceredex strategies employ a traditional value style rooted in a fundamental, bottom-up approach. | Finance |
