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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Smead Capital Management | Assistant Vice President | Jul 2023 to Present | — |
| Smead Capital Management | Sales Associate | May 2018 to Jun 2023 | — |
| Smead Capital Management | Sales Intern | May 2017 to Aug 2017 | — |
| JonesTrading | Summer Intern | May 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)
| Name | Role | Location |
|---|---|---|
| Senior Vice President | London, United States | |
| Chief Executive Officer and Portfolio Manager | Phoenix, AZ , United States | |
D Devin Remlinger | Vice President | New York, NY , United States |
| Senior Vice President | New York, NY , United States | |
| Analyst | New York, NY , United States | |
N Nicholas Garcia | Research Analyst | Phoenix, AZ , United States |
| Senior Analyst | Phoenix, AZ , United States |
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