![Jeff 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>)
Jeff Carter
Portfolio Manager-Aktien bei
Canso Investment Counsel Ltd.
Profil
Mr. Jeffrey S.
Carter, CFA, is a Portfolio Manager & Deputy CIO at Canso Investment Counsel Ltd. He joined Canso as a member of the investment team in 2015, focusing on investment research and strategy.
In May 2019, Mr. Carter was promoted to Chief Compliance Officer and served in this role until September 2024.
He spent over 17 years at Bank of America Merrill Lynch in a variety of trading roles within their Fixed Income division in Toronto and New York, most recently as the Canadian Head of Credit and Mortgage Trading.
In addition to his trading roles, he was also responsible for the bank’s Canadian Commercial Real Estate securitization functions including warehouse hedging and securitization pricing.
Mr. Carter graduated from the University of Western Ontario with a BA Economics in 1997.
He received his CFA charter in 2003.
Aktive Positionen von Jeff Carter
| Unternehmen | Position | Beginn |
|---|---|---|
Canso Investment Counsel Ltd.
 Canso Investment Counsel Ltd. Investment ManagersFinance Canso specializes in security selection for Canadian and global investment portfolios. The firm’s discipline and proprietary research avoids investment trends or fashion and creates long-term value for their portfolios. Their investment process is focused on bottom-up, fundamental research and security selection. | Portfolio Manager-Aktien | 01.01.2015 |
Ausbildung von Jeff Carter
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
65
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Canso Investment Counsel Ltd.
Canso Investment Counsel Ltd. Investment ManagersFinance Canso specializes in security selection for Canadian and global investment portfolios. The firm’s discipline and proprietary research avoids investment trends or fashion and creates long-term value for their portfolios. Their investment process is focused on bottom-up, fundamental research and security selection. | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
