Jeffrey B. Carter
Assistant Equity Research Analyst
Jeffrey Carter joined Cavanal Hill in 2009 as an Assistant Equity Research Analyst and member of the Fundamental Equity team. Mr. Carter’s responsibilities include conducting bottom-up research of public companies for Cavanal Hill’s fundamental equity strategies. Prior to joining Cavanal Hill, Mr. Carter was a Trading and Analysis Intern at Cuttone & Company. At Cuttone & Company, Mr. Carter gained knowledge in equity strategies such as merger arbitrage, long/short, spinoffs, rights offerings and share class trades. As a student at Texas Tech University, Mr. Carter analyzed, recommended, and tracked equity positions for Texas Tech’s Student Managed Investment Fund. Mr. Carter received a Bachelor of Business Administration in Finance from Texas Tech University in 2009 and passed Level I of the CFA examination in June 2009.