Bradley J. Carter, CFA

Vice President, Principal
Investment Team Member Bradley J. Carter, CFA Principal Bradley Carter is a member of Quest's Investment Committee and focuses his equity research effort in the Technology and Healthcare sectors. He began his career as an investment banking analyst at Robertson Stephens, and then as an associate at Montgomery & Co. where he focused on software

Investment Team Member Go Back

Bradley J. Carter, CFA

Principal

Bradley Carter is a member of Quest’s Investment Committee and focuses his equity research effort in the Technology and Healthcare sectors. He 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.

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