Principal
Current
Anthony Investment Management
Registered Investment AdvisorChartered Financial Analyst
Jan 2007 - Present
AeroLeads people directory · profile
Carter Anthony Email & Phone Number
Principal
at
Anthony Investment Management
1 work email found
@bellsouth.net
7 phones found area 205 and 256
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Anthony Investment Management
Role
Principal
Location
Birmingham, Alabama, United States
Who is Carter Anthony? Overview
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Quick answer
Carter Anthony is listed as Principal at Anthony Investment Management, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at bellsouth.net, phone signal with area code 205, 256, and a matched LinkedIn profile for Carter Anthony.
Carter Anthony previously worked as President and Chief Investment Officer at Morgan Asset Management and Vice President-Trust Investments at National Bank Of Commerce. Carter Anthony holds Mba, Ms, Business, Counseling from The University Of Alabama In Birmingham.
Company email context
Email format at Anthony Investment Management
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{first}{last}@bellsouth.net
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AeroLeads found 1 current-domain work email signal for Carter Anthony. Compare company email patterns before reaching out.
Profile bio
About Carter Anthony
Investment manager with almost 40 years of broad experience in analyzing individual securities and developing and managing portfolios to meet individual and small institution needs. Successfully managed fixed income and equity portfolios from $100,000 to $125,000,000 in size. Also, successfully managed a mutual fund company and several of its funds, both fixed and equity, from time to time. Managed a $250,000,000 Value Fund to No. 7 in the country as measured by the Wall Street Journal in 2002. Career goal now is to manage a limited number of individual portfolios using individual securities (no mutual funds) and to customize the portfolios to fit the client's needs. "Provide the best return commensurate with the client's risk at the least expense."Specialties: Developing investment portfolios to fit client needs then managing the portfolio to provide the best return possible.
Listed skills include Portfolio Management, Wealth Management, Asset Allocation, Investments, and 33 others.
Current workplace
Carter Anthony's current company
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Anthony Investment Management
6 roles · 43 years
Carter Anthony work experience
A career timeline built from the work history available for this profile.
President And Chief Investment Officer
Morgan Asset Management
Provided investment direction for $10 billion of individually managed portfolios and mutual fund assets and managed a staff of 35 portfolio managers in 6 states.
Oct 2000 - Dec 2006
Vice President-Trust Investments
National Bank Of Commerce
Managed $450 million of fixed income and equity securities for 100 individual and institutional clients. Advised trust clients on employee benefit plans.
Jul 1987 - Oct 2000
Vice President-Investor Relations
Torchmark Corporation
Managed communications between Chairman/CEO and financial services analysts nationwide. Wrote speeches for the Chairman/CEO and wrote the quarterly and annual reports. Managed holding company corporate contributions.
1984 - 1987
~3 yrs
Vice President-Investments
Globe Life And Accident Insurance Company
Managed $500 million of insurance company assets for 3 health insurance companies. Assisted in the purchase of one for more than $100 million. Worked with Waddell & Reed, a sister Torchmark Company in the management of the assets. Assisted in the search for a new company headquarters.
Mar 1981 - Sep 1984
Assistant Vice President
Liberty National Life Insurance Company
Held various positions in the Investment Department including financial analyst, mortgage lender, mortgage-backed trader, taxable and tax free bond analyst and portfolio manager.
Aug 1972 - Mar 1981
4 education records
Carter Anthony education
Mba, Ms, Business, Counseling
The University Of Alabama In Birmingham
Graduate, Mortgage Banking
Ba, Accounting
The University Of West Florida
Bs, Economics
The University Of Alabama
FAQ
Frequently asked questions about Carter Anthony
Quick answers generated from the profile data available on this page.
What company does Carter Anthony work for?
Carter Anthony works for Anthony Investment Management.
What is Carter Anthony's role at Anthony Investment Management?
Carter Anthony is listed as Principal at Anthony Investment Management.
What is Carter Anthony's email address?
AeroLeads has found 1 work email signal at @bellsouth.net for Carter Anthony at Anthony Investment Management.
What is Carter Anthony's phone number?
AeroLeads has found 7 phone signal(s) with area code 205, 256 for Carter Anthony at Anthony Investment Management.
Where is Carter Anthony based?
Carter Anthony is based in Birmingham, Alabama, United States while working with Anthony Investment Management.
What companies has Carter Anthony worked for?
Carter Anthony has worked for Anthony Investment Management, Morgan Asset Management, National Bank Of Commerce, Torchmark Corporation, and Globe Life And Accident Insurance Company.
How can I contact Carter Anthony?
You can use AeroLeads to view verified contact signals for Carter Anthony at Anthony Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Carter Anthony attend?
Carter Anthony holds Mba, Ms, Business, Counseling from The University Of Alabama In Birmingham.
What skills is Carter Anthony known for?
Carter Anthony is listed with skills including Portfolio Management, Wealth Management, Asset Allocation, Investments, Equities, Analysis, Securities, and Financial Risk.
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