About
Carter Newman is a Research Analyst at Gardner Lewis Asset Management, an independent investment management firm based in the Philadelphia region. In this position, he contributes to growth equity and alternative investment strategies, leveraging research-driven analysis to support portfolio management and asset selection efforts for both institutional and individual clients.
Carter’s expertise spans growth equities and alternative asset classes, with research responsibilities likely focused on identifying opportunities in public equities and complementary alternative sectors. Prior to joining Gardner Lewis Asset Management in 2022, Carter worked as a Financial and Business Strategy Advisor at Brand Yourself, where he developed business intelligence and financial planning solutions for clients across various industries. He also gained academic instruction experience as a Teaching Assistant in the Department of Mathematics at West Virginia University.
Carter holds both a Master of Science in Finance and a Bachelor of Science in Economics from West Virginia University. His strong analytical background and hands-on investment research experience support his contributions to investment analysis and sector-specific research at Gardner Lewis Asset Management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gardner Lewis Asset Management | Research Analyst | Jun 2022 to Present | — |
| Brand Yourself | Financial and Business Strategy Advisor | Aug 2019 to Present | • Develop financial projections and cross-reference with current statements to measure on-track growth for the company – working to maintain the company’s rapidly expanding base • Establish and execut... |
| West Virginia University | Teaching Assistant - WVU Department of Mathematics | Jan 2019 to May 2022 | • Host lecture exam review, material help sessions, and upon student request private help sessions available to all ~1000 students enrolled in Math 124—Algebra with Applications • Facilitate training ... |
| The North American Collegiate League | Director of Strategy and Operations | Jan 2020 to Aug 2021 | • Develop and implement company-wide communication, information systems, and SOP to increase efficiencies across all full-time, part-time, and remote employees • Responsible for knowledge and operatio... |
| The North American Collegiate League | Head of Finance | Aug 2019 to Aug 2021 | • Develop financial models and operating plans based on industry and internal analyses • Create pitch decks and one-pagers internally and externally for potential and current partners • Establish corp... |
| Self-employed | Gamer, Coach, and Content Creator | Nov 2014 to Nov 2019 | Work primarily with Magic: The Gathering, a trading card game that involves making complex decisions in situations of uncertainty in limited time frames • Compete in the Magic: The Gathering Pro Tour,... |
| GTIF Capital | Associate - Esports, Finance, Business Strategy | Jun 2019 to Aug 2019 | • Analyzed potential startup investments for GTIF Capital – providing short yet detailed reports on each pitch alongside lengthy appendices backing up analysis, including various financial models and ... |
| Hometown Hobbies | Cashier and Inventory Manager | Mar 2016 to Jul 2016 | • Provided exceptional collectibles knowledge and assisted customers with decisions to increase sales • Created a friendly, welcoming environment to increase the number of consistently returning custo... |
Education
West Virginia University
Master of Science, Finance
2021 — 2022
West Virginia University
Bachelor's of Science, Economics
2018 — 2021
Skills & Expertise
Others at Gardner Lewis Asset Management L P (4)
| Name | Role | Location |
|---|---|---|
 | Partner | Chadds Ford, PA , United States |
J John Lewis | Portfolio Manager | Charlottesville, VA , United States |
 | Equity Research Analyst | Philadelphia, PA , United States |
R Richard Bruce | Analyst | Chadds Ford, PA , United States |
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