![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-Equities at
Canso Investment Counsel Ltd.
Profile
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.
Jeff Carter active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | 01/01/2015 |
Training of Jeff Carter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
81
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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