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Robert Carter

Robert Carter

Assistant Vice President at Smead Capital Management, Inc.

New York, NY , United States

About

Robert Carter is Assistant Vice President – Sales at Smead Capital Management, Inc., where he is responsible for business development and client relationship management, focusing on delivering the firm's equity investment solutions to institutional and advisory clients. Based in New York, he plays a key role in advancing the firm's outreach and supporting investment strategies for a global client base seeking differentiated value-driven portfolios.

He has been with Smead Capital Management since 2017, progressing from Sales Intern to Sales Associate, and now to his current leadership position. Throughout his career, Carter has developed strong expertise in public equity markets, with a specific focus on U.S. and global equities within the value investment discipline, aligning with Smead's strategy of investing in high-quality, long-duration businesses.

Carter holds a Bachelor’s degree in Economics from Whitman College, providing him with a solid analytical foundation for his investment and client advisory work. His contributions center on supporting sophisticated portfolio solutions for individual, institutional, and advisor clients, helping to expand the reach and impact of Smead Capital Management’s distinctive equity offerings.

Career History

OrganizationRoleDate RangeDetails
Smead Capital ManagementAssistant Vice PresidentJul 2023 to Present
Smead Capital ManagementSales AssociateMay 2018 to Jun 2023
Smead Capital ManagementSales InternMay 2017 to Aug 2017
JonesTradingSummer InternMay 2016 to Jul 2016
JonesTrading is an institutional block trading firm focused on trades of illiquid small and mid-cap stocks. I was the clerk for six sales traders, doing research on possible trades and potential sale...

Education

Whitman College

Bachelor's degree, Economics

2014 2018

Others at Smead Capital Management, Inc. (7)

NameRoleLocation
Andrew La Cava
Andrew La Cava
Senior Vice PresidentLondon, United States
Cole Smead
Cole Smead
Chief Executive Officer and Portfolio ManagerPhoenix, AZ , United States
D
Devin Remlinger
Vice PresidentNew York, NY , United States
Scott Herdemian
Scott Herdemian
Senior Vice PresidentNew York, NY , United States
Albert Starshak
Albert Starshak
AnalystNew York, NY , United States
N
Nicholas Garcia
Research AnalystPhoenix, AZ , United States
Seamus Sullivan
Seamus Sullivan
Senior AnalystPhoenix, AZ , United States

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