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Rhett James Carter
Directeur Général chez
Heights Investment Partners LLC
Profil
Mr. Rhett J.
Carter, CFA, is a Managing Member & Chief Compliance Officer at Heights Investment Partners LLC.
He founded Heights Investment Partners in 2016.
He is focused on creating lasting value by investing in the stocks of exceptional businesses.
Mr. Carter was previously employed as a Vice President of Equity Investments by Vaughan Nelson Investment Management LP, an Equity Research Analyst by Tudor, Pickering, Holt & Co. Securities, Inc., and an Investment & Financial Analyst by UBS Financial Services, Inc.
He received his undergraduate degree from Texas Christian University.
Postes actifs de Rhett James Carter
| Sociétés | Poste | Début |
|---|---|---|
Heights Investment Partners LLC
 Heights Investment Partners LLC Investment ManagersFinance Provides investment advice | Directeur Général | 01/01/2016 |
Anciens postes connus de Rhett James Carter
| Sociétés | Poste | Fin |
|---|---|---|
Vaughan Nelson Investment Management LP
 Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson’s equity strategy seeks to achieve long-term capital appreciation by investing in companies at valuations that they believe are materially below their long-term intrinsic value. The firm employs long-time horizon to exploit shorter-term volatility and poor shorter-term price discovery. They primarily utilize a fundamental, bottom-up investment process. For their fixed income strategy, Vaughan Nelson aims to maximize total return while preserving capital. They believe active, risk-controlled management, founded on research-driven analyses, can uncover relative values that, over the long term, produce returns with less risk. | Gestionnaire de Portefeuille-Actions | 01/06/2016 |
Tudor, Pickering, Holt & Co. Securities LLC
 Tudor, Pickering, Holt & Co. Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2012 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Analyst-Equity | - |
Formation de Rhett James Carter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Vaughan Nelson Investment Management LP
Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson’s equity strategy seeks to achieve long-term capital appreciation by investing in companies at valuations that they believe are materially below their long-term intrinsic value. The firm employs long-time horizon to exploit shorter-term volatility and poor shorter-term price discovery. They primarily utilize a fundamental, bottom-up investment process. For their fixed income strategy, Vaughan Nelson aims to maximize total return while preserving capital. They believe active, risk-controlled management, founded on research-driven analyses, can uncover relative values that, over the long term, produce returns with less risk. | Finance |
Texas Christian University
 Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tudor, Pickering, Holt & Co. Securities LLC
Tudor, Pickering, Holt & Co. Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Heights Investment Partners LLC
Heights Investment Partners LLC Investment ManagersFinance Provides investment advice | Finance |
