Carter Strid

Carter Strid is an Analyst at Next Capital Management LLC based in New York, NY, where he is responsible for supporting the firm’s advisors and clients with investment research, portfolio analysis, and operational support. In this role, he works across a variety of asset classes and provides analytical assistance for both equity and fixed income investments, with a focus on delivering tailored solutions for high-net-worth clients typical of a registered investment adviser.

Prior to joining Next Capital Management, Carter held analyst positions at Concentus Wealth Advisors and served as a Summer Analyst at Dynasty Financial Partners, gaining broad experience in investment advisory and wealth management. His professional background reflects expertise in portfolio construction, client reporting, and financial planning for affluent individuals and families within the financial services sector.

Carter earned a Bachelor’s degree in Economics from Villanova University, equipping him with strong quantitative and analytical skills relevant to macroeconomic research and portfolio management. His rapid progression through reputable investment firms underscores a commitment to precision, client service, and excellence in the wealth management industry.