Profile
Mr. Carter was a Vice President, Director of Research and a member of the Investment Policy Committee at Schaenen Wood & Associates in New York from 1988-1995.
Prior to joining Wood Asset Management he served as Vice President and Senior Portfolio Manager with Cramer Rosenthal McGlynn of New York.
He was a Vice President of Irving Trust Investment Management from 1976-1988 where he managed accounts with assets over $100 million.
He is a member of the New York Society of Security Analysts.
He holds a B.A.
degree from Cornell University and a M.B.A.
from Columbia Business School.
Mr. Carter is a former member of the Cornell University Council and past President of the Cornell Alumni Association of New York City.
Former positions of Bert Carter
| Companies | Position | End |
|---|---|---|
Wood Asset Management LLC
 Wood Asset Management LLC Investment ManagersFinance Founded in 1994, Wood Asset Management, Inc. is a registered investment advisor located in Sarasota, Florida. They are a subsidiary of Titanium Asset Management Corp. and their ultimate parent is Ganden Holdings Ltd. The firm manages equity, balanced, fixed-income and convertible securities portfolios for institutions, Taft Hartley accounts, foundations, endowments, and high net-worth individuals throughout the US | Analyst-Fixed Income | 2007-11-29 |
Cramer Rosenthal McGlynn LLC
 Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Portfolio Manager-Equities | 2000-12-31 |
Schaenen Wood & Associates, Inc.
 Schaenen Wood & Associates, Inc. Investment ManagersFinance Part of KeyCorp, Schaenen Wood & Associates, Inc. is an investment management firm. The company is based in New York, NY. Schaenen Wood & Associates was acquired by Society Corp. on October 08, 1993. | Head-Equity Investments | 1994-12-31 |
Training of Bert Carter
| Cornell University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wood Asset Management LLC
Wood Asset Management LLC Investment ManagersFinance Founded in 1994, Wood Asset Management, Inc. is a registered investment advisor located in Sarasota, Florida. They are a subsidiary of Titanium Asset Management Corp. and their ultimate parent is Ganden Holdings Ltd. The firm manages equity, balanced, fixed-income and convertible securities portfolios for institutions, Taft Hartley accounts, foundations, endowments, and high net-worth individuals throughout the US | Finance |
Schaenen Wood & Associates, Inc.
Schaenen Wood & Associates, Inc. Investment ManagersFinance Part of KeyCorp, Schaenen Wood & Associates, Inc. is an investment management firm. The company is based in New York, NY. Schaenen Wood & Associates was acquired by Society Corp. on October 08, 1993. | Finance |
Cramer Rosenthal McGlynn LLC
Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Finance |
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