Investment Strategist
CurrentOverseen growth of AUM from $13B to +$21BPerform Investment due diligenceCreate and present investment reports to UHNW donors+prospectsRM for key investment management relationships
Sep 2022 - Present
AeroLeads people directory · profile
Bryant Carter Email & Phone Number
Investment Strategist
at
Vanguard Charitable
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Strategist
Location
Greater Philadelphia, United States
Company size
Who is Bryant Carter? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bryant Carter is listed as Investment Strategist at Vanguard Charitable, a with 101 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Bryant Carter.
Bryant Carter previously worked as Investment/Portfolio Analyst at Raymond James and Senior Investment Advisor at Scottrade. Bryant Carter holds Bs, Biology from Hampden-Sydney College.
Company email context
Email format at Vanguard Charitable
This section adds company-level context without repeating Bryant Carter's masked contact details.
{first}.{last}@raymondjames.com
86% confidence
AeroLeads found 1 current-domain work email signal for Bryant Carter. Compare company email patterns before reaching out.
Profile bio
About Bryant Carter
Bryant Carter is a Investment Strategist at Vanguard Charitable. He possess expertise in series 7, series 63, retirement planning, investments, wealth management and 12 more skills.
Listed skills include Series 7, Series 63, Retirement Planning, Investments, and 13 others.
Current workplace
Bryant Carter's current company
Company context helps verify the profile and gives searchers a useful next step.
Vanguard Charitable
7 roles · 26 years
Bryant Carter work experience
A career timeline built from the work history available for this profile.
Investment/Portfolio Analyst
Create, maintain & refine quantitative databases and screens for stocks, bonds, mutual funds, ETF's, UIT's and Closed End Funds.Perform due diligence on outside managers.Create and present portfolio and retirement plans, along with current investment thesis in meetings with external clients and internal team members.Expertise with Morningstar's suite of products, Zephyr Style Advisor, Bloomberg, eSignal, ThomsonOne and numerous other trading, investing and money management applications.Strong focus on mitigating downside risk to portfolios, including execution and market place risks.Discovered and successfully lobbied for firm wide approval of a group of rising managers, raising over $1 Billion for the managers.
Feb 2015 - Sep 2021
Senior Investment Advisor
Jul 2014 - Feb 2015
Account Manager
Ecohorizon Energy
Aug 2013 - Jun 2014
Financial Representative
Sep 2006 - Aug 2013
Sales And Trading Analyst
Oct 2002 - Sep 2006
Americorps
2001 - 2002
~1 yr
Team & coworkers
Colleagues at Vanguard Charitable
Other employees you can reach at vanguardcharitable.org. View company contacts for 101 employees →
CC
Cailin Coolbaugh
Colleague at Vanguard CharitableSpring City, Pennsylvania, United States
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TH
Taylor Hamilton (Helmers) , Cap®
Colleague at Vanguard CharitablePottstown, Pennsylvania, United States
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MM
Michele Mcgowan
Colleague at Vanguard CharitableSharon Hill, Pennsylvania, United States
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LH
Lauren Herbert
Colleague at Vanguard CharitableConshohocken, Pennsylvania, United States
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KL
Kristy Luminella
Colleague at Vanguard CharitableGreater Philadelphia, United States
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KM
Karen Molinaro, Phr
Colleague at Vanguard CharitableReading, Pennsylvania, United States
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CO
Christine Ormsby
Colleague at Vanguard CharitableHavertown, Pennsylvania, United States
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LH
Lauretta H.
Colleague at Vanguard CharitablePhiladelphia, Pennsylvania, United States
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JR
Jodi Rosen
Colleague at Vanguard CharitableGreater Philadelphia, United States
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SW
Sheila Wheeler
Colleague at Vanguard CharitableGladwyne, Pennsylvania, United States
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Cailin Coolbaugh
Colleague at Vanguard CharitableSpring City, Pennsylvania, United States
View →
TH
Taylor Hamilton (Helmers) , Cap®
Colleague at Vanguard CharitablePottstown, Pennsylvania, United States
View →
MM
Michele Mcgowan
Colleague at Vanguard CharitableSharon Hill, Pennsylvania, United States
View →
LH
Lauren Herbert
Colleague at Vanguard CharitableConshohocken, Pennsylvania, United States
View →
KL
Kristy Luminella
Colleague at Vanguard CharitableGreater Philadelphia, United States
View →
KM
Karen Molinaro, Phr
Colleague at Vanguard CharitableReading, Pennsylvania, United States
View →
CO
Christine Ormsby
Colleague at Vanguard CharitableHavertown, Pennsylvania, United States
View →
LH
Lauretta H.
Colleague at Vanguard CharitablePhiladelphia, Pennsylvania, United States
View →
JR
Jodi Rosen
Colleague at Vanguard CharitableGreater Philadelphia, United States
View →
SW
Sheila Wheeler
Colleague at Vanguard CharitableGladwyne, Pennsylvania, United States
View →
1 education record
Bryant Carter education
FAQ
Frequently asked questions about Bryant Carter
Quick answers generated from the profile data available on this page.
What company does Bryant Carter work for?
Bryant Carter works for Vanguard Charitable.
What is Bryant Carter's role at Vanguard Charitable?
Bryant Carter is listed as Investment Strategist at Vanguard Charitable.
What is Bryant Carter's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Bryant Carter at Vanguard Charitable.
Where is Bryant Carter based?
Bryant Carter is based in Greater Philadelphia, United States while working with Vanguard Charitable.
What companies has Bryant Carter worked for?
Bryant Carter has worked for Vanguard Charitable, Raymond James, Scottrade, Ecohorizon Energy, and Fidelity Investments.
Who are Bryant Carter's colleagues at Vanguard Charitable?
Bryant Carter's colleagues at Vanguard Charitable include Cailin Coolbaugh, Taylor Hamilton (Helmers) , Cap®, Michele Mcgowan, Lauren Herbert, and Kristy Luminella.
How can I contact Bryant Carter?
You can use AeroLeads to view verified contact signals for Bryant Carter at Vanguard Charitable, including work email, phone, and LinkedIn data when available.
What schools did Bryant Carter attend?
Bryant Carter holds Bs, Biology from Hampden-Sydney College.
What skills is Bryant Carter known for?
Bryant Carter is listed with skills including Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, and Mutual Funds.
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