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Carter Allen
Associate Portfolio Manager at Alta Capital Management Llc/
About
Carter Allen, CFA, is an Associate Portfolio Manager at Alta Capital Management LLC in Salt Lake City, Utah. He joined Alta in 2019 and is responsible for research, security selection, and portfolio management, collaborating on the firm’s various equity investment strategies, including Large Cap Quality Growth, All Cap Quality Growth, and SMID, as well as global and emerging market mandates.
Allen focuses on public equities, with particular involvement in quality growth investment approaches across major sectors, including U.S. and global equities, and holds expertise in fundamental analysis and portfolio construction. He participates actively in the firm’s investment committee, contributing to the development and implementation of model strategies for institutional and private clients.
He holds both a Bachelor of Business Administration and a Master of Science in Finance from the University of Wisconsin-Madison, having completed the Applied Security Analysis Program. Carter Allen is also a CFA Charterholder and a member of the CFA Society of Salt Lake. His professional career began at Alta Capital, reflecting a focused commitment to long-term equity investing and analytical rigor.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Alta Capital Management | Associate Portfolio Manager | Feb 2024 to Present | — |
| Alta Capital Management | Equity Research Analyst | May 2019 to Feb 2024 | — |
| University of Wisconsin-Madison | Teacher's Assistant | Sep 2018 to May 2019 | — |
| Geneva Capital Management Ltd | Equity Research Intern | Jun 2018 to Aug 2018 | — |
| Isthmus Partners, LLC | Equity Research Intern | Jun 2017 to Aug 2017 | — |
| Milwaukee Tool | Finance Intern | May 2016 to Aug 2016 | — |
| Milwaukee Tool | Finance Intern | Jun 2015 to Aug 2015 | — |
Education
University of Wisconsin-Madison
Master's of Science, Finance: Applied Security Analysis
2017 — 2019
University of Wisconsin-Madison
Bachelor of Business Administration (BBA), Finance and Investment Banking
2014 — 2018
Others at Alta Capital Management Llc/ (8)
| Name | Role | Location |
|---|---|---|
 | Principal; Portfolio Manager | Salt Lake City, UT , United States |
M Melanie Peche | Principal | Salt Lake City, UT , United States |
M Michael T | Managing Partner and CIO | Salt Lake City, UT , United States |
T Tyler Partridge | Portfolio Manager, Principal | Salt Lake City, UT , United States |
 | Client Portfolio Manager | Richmond, VA , United States |
 | Junior Research Analyst | Salt Lake City, UT , United States |
N Nate Rhees | Principal | Salt Lake City, UT , United States |
 | Equity Research Analyst | Salt Lake City, UT , United States |
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