Carter Pearl
Chief Executive Officer at Intrinsic Value Partners LLC
Profile
Mr. Carter A.
Pearl, CFA MBA, is a Co-Founder at Intrinsic Value Partners LLC.
He had a career spanning more than 30 years in the investment management business.
He currently serves on the investment committees of The Diocese of Phoenix and the Xavier Foundation, Inc., advising them on their investment portfolio composition and spending rates.
Mr. Pearl formerly ran Pearl Capital Management and He previously served on the investment committee of The Catholic Community Foundation.
He received his undergraduate degree from Arizona State University and an MBA from Arizona State University.
Carter Pearl active positions
| Companies | Position | Start |
|---|---|---|
Intrinsic Value Partners LLC
 Intrinsic Value Partners LLC Investment ManagersFinance Intrinsic Value Partners LLC (IVP) is an independent registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded in 2012 by its principals, Carter Pearl and Daniel Flack. IVP provides investment management services, as well as financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations and other business entities. | Chief Executive Officer | 2012-10-31 |
Former positions of Carter Pearl
| Companies | Position | End |
|---|---|---|
Peacock, Hislop, Staley & Given, Inc.
 Peacock, Hislop, Staley & Given, Inc. Investment Banks/BrokersFinance Founded in 1989, Peacock, Hislop, Staley & Given, Inc. (PHSG) is regional investment bank and securities brokerage firm located in Phoenix, Arizona with an trading office in St. Louis, Missouri. The firm is a subsidiary of Wedbush Securities, Inc. which acquired the firm in 2008 and their ultimate parent is Wedbush, Inc. They specialize in raising capital for and providing financial advice to municipal entities and middle-market companies. The firm also provides wealth management services and products for individuals, retirement plans and institutions. PHSG's services include corporate finance, public finance, private client, institutional brokerage services and investment research. The firm is a member of the NASD and the SIPC. | Corporate Officer/Principal | - |
| First Interstate Capital, Inc. | Corporate Officer/Principal | - |
PacWest Financial Management, Inc.
 PacWest Financial Management, Inc. Investment ManagersFinance Founded in 1997 by Grace Y. Lau and Mindy L. Ying, PacWest Financial Management, Inc. is a registered investment advisor headquartered in Phoenix, Arizona. The firm is a subsidiary of Benefit Financial Services Group and their ultimate parent is Focus Financial Partners LLC. PacWest offers investment advisory services to individuals, pensions and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Portfolio Manager-Equities | - |
Training of Carter Pearl
| Arizona State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
PacWest Financial Management, Inc.
PacWest Financial Management, Inc. Investment ManagersFinance Founded in 1997 by Grace Y. Lau and Mindy L. Ying, PacWest Financial Management, Inc. is a registered investment advisor headquartered in Phoenix, Arizona. The firm is a subsidiary of Benefit Financial Services Group and their ultimate parent is Focus Financial Partners LLC. PacWest offers investment advisory services to individuals, pensions and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
Peacock, Hislop, Staley & Given, Inc.
Peacock, Hislop, Staley & Given, Inc. Investment Banks/BrokersFinance Founded in 1989, Peacock, Hislop, Staley & Given, Inc. (PHSG) is regional investment bank and securities brokerage firm located in Phoenix, Arizona with an trading office in St. Louis, Missouri. The firm is a subsidiary of Wedbush Securities, Inc. which acquired the firm in 2008 and their ultimate parent is Wedbush, Inc. They specialize in raising capital for and providing financial advice to municipal entities and middle-market companies. The firm also provides wealth management services and products for individuals, retirement plans and institutions. PHSG's services include corporate finance, public finance, private client, institutional brokerage services and investment research. The firm is a member of the NASD and the SIPC. | Finance |
| First Interstate Capital, Inc. | |
Intrinsic Value Partners LLC
Intrinsic Value Partners LLC Investment ManagersFinance Intrinsic Value Partners LLC (IVP) is an independent registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded in 2012 by its principals, Carter Pearl and Daniel Flack. IVP provides investment management services, as well as financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
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