Bradley J. Carter, CFA

Chief Investment Officer, Principal

Bradley Carter is a Principal, Chief Investment Officer, product lead for the Large Cap Growth strategies, and member of Quest’s Investment Committee. Brad focuses his equity research effort in the Technology and Healthcare sectors. Brad 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.

Brad 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. Brad is a Chartered Financial Analyst® charterholder and a member of the CFA Institute.