Profile
Mr. Jeffrey B.
Carter is an Equity Analyst at Cavanal Hill Investment Management, Inc. He joined Cavanal Hill in 2009 as an Assistant Equity Research Analyst and member of the Fundamental Equity team.
His 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, he 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, he 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.
Former positions of Jeffrey Blakely Carter
| Companies | Position | End |
|---|---|---|
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Analyst-Equity | - |
Training of Jeffrey Blakely Carter
| Texas Tech University | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
| Private companies | 1 |
|---|---|
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Finance |
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