Brad Carter

Brad Carter

Chief Investment Officer at Quest Investment Management LLC

Finance
Consumer Services

Profile

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.

Brad Carter active positions

CompaniesPositionStart
Chief Investment Officer -
All active positions of Brad Carter

Former positions of Brad Carter

CompaniesPositionEnd
Analyst-Equity 2011-12-31
Analyst-Equity 2010-03-29
Analyst-Equity 2004-12-31
Robertson Stephens, Inc. Analyst-Equity -
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Training of Brad Carter

University of California, Los Angeles Masters Business Admin
Chapman University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

7

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies5

Finance

Finance

Finance

Finance

Robertson Stephens, Inc.

Finance

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