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Profil
Richard A. Carter worked as Assistant Vice President at Deutsche Bank Securities, Inc. from 1997 to 1998.
From 1998 to 2000, served as Portfolio Strategist at Donaldson, Lufkin & Jenrette Securities Corp.
Between 2000 and 2003, held the position of Market Strategist at Credit Suisse Securities (USA) LLC (Broker).
From 2003 to 2008, was Senior Vice President at United States Trust Co., NA. In 2008, was Senior Vice President at Bank of America, NA (Private Banking).
From 2008 to 2010, held the role of Senior Vice President at Columbia Management Advisors, Inc. Also held positions as Senior Portfolio Manager at Columbia Management Investment Advisers LLC and Senior Vice President at Growth Equity Group.
Education includes an undergraduate degree from Connecticut College, conferred in 1988.
Anciens postes connus de Richard Carter
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Gestionnaire de Portefeuille-Actions | 01/01/2026 |
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Gestionnaire de Portefeuille-Actions | 30/04/2010 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Analyst-Equity | 31/01/2008 |
Growth Equity Group
 Growth Equity Group Investment ManagersFinance GEG's portfolio managers look for companies that they believe have the ability to increase earnings for a sustained period. Such businesses are agents of change in their industries and tend to prosper under a variety of economic conditions. Most are world leaders in expanding global markets. They seek companies that have a dominant position in rapidly growing markets, attractive earnings growth, financial strength and quality management. GEG's large-cap, U.S. growth portfolios are generally kept fully invested, with low turnover in portfolio holdings and reduced exposure to capital gains taxes. | Gestionnaire de Portefeuille-Actions | 30/06/2008 |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Analyst-Equity | 30/06/2008 |
Formation de Richard Carter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Donaldson, Lufkin & Jenrette Securities Corp.
 Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
Growth Equity Group
Growth Equity Group Investment ManagersFinance GEG's portfolio managers look for companies that they believe have the ability to increase earnings for a sustained period. Such businesses are agents of change in their industries and tend to prosper under a variety of economic conditions. Most are world leaders in expanding global markets. They seek companies that have a dominant position in rapidly growing markets, attractive earnings growth, financial strength and quality management. GEG's large-cap, U.S. growth portfolios are generally kept fully invested, with low turnover in portfolio holdings and reduced exposure to capital gains taxes. | Finance |
Connecticut College
 Connecticut College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
