Steve Carhart

Steve Carhart is a Senior Portfolio Manager at Bramshill Investments, LLC, where he leverages decades of experience to manage multi-asset, income-focused portfolios. At Bramshill, he co-manages strategies with a concentrated focus on credit markets, actively investing in asset classes such as investment grade and high-yield corporate bonds, preferred securities, municipal bonds, closed-end funds, real estate investment trusts (REITs), and master limited partnerships (MLPs). His approach emphasizes diversified income generation and tactical asset allocation across both traditional and alternative income sectors.

Prior to joining Bramshill Investments, Mr. Carhart was a Portfolio Manager at Trust & Fiduciary Income Partners (TFIP) and managed the Matrix Income Strategy, which specializes in high-yielding, liquid securities including REITs, MLPs, business development companies, and closed-end funds. He also held leadership roles as Vice President and portfolio manager at Pioneer Investment Management and Baker Fentress, managing both mutual fund and closed-end fund portfolios. Earlier in his career, he founded the investment research firm Carhart Associates and managed equity and balanced portfolios at Northern Trust Company.

Steve Carhart holds a bachelor's degree in Electrical Engineering from the Massachusetts Institute of Technology (MIT) and a master's degree from MIT Sloan School of Management, with a focus on the social application of technology. He is a Chartered Financial Analyst (CFA), a member of the CFA Institute, and contributes to the industry through his expertise in credit markets and income strategies, driving innovation in portfolio construction and risk management for income-oriented investors.