Carter Allen

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.