Jeffrey B. Carter
Junior Equity Analyst
Jeffrey Carter joined Cavanal Hill in 2009 as a Junior Equity Analyst and member of the Fundamental
Equity team. Mr. Carter’s responsibilities include conducting bottom's 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.
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