David Carter is Chief Investment Officer (CIO) at JJ Burns & Company, overseeing the portfolio construction and management process. He has more than two decades of experience in senior roles within the financial services industry. Dave’s expertise includes strategy research and analysis, asset allocation, and portfolio construction for institutional and individual clients.

Previously, Dave was a Managing Director at J.P. Morgan Private Bank. He also held senior positions at several registered investment advisors (RIAs). His prior experience includes mutual-fund analysis and portfolio management, buy- and sell-side consultative analysis, manager due diligence, financial analysis, and performance measurement. He is personally active as an angel investor in start-up businesses.

Dave earned an MBA from the University of Chicago and a B.S. in Finance from Northeastern University. He holds the Chartered Financial Analyst (CFA^®) designation.

On the personal side

Dave and his wife Laura live just over the border in Connecticut, where they raised two children. Originally a native of Maine, Dave enjoys almost any activity on the ocean—especially sailing and fly fishing.

What Dave brings to the table

Dave is often the first to arrive and the first to leave any party, so he has made appetizers his domain! He loves to experiment and his repertoire ranges from charcuterie to chips and salsa.