Paul Carter
CFA
Chief Investment Officer
"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent in neque ac augue lobortis lacinia. Aliquam auctor hendrerit blandit. "
Paul joined the Capstone team in 2022 with 30 years of experience in the investment industry, split between Canada and the United States.
Paul has held a variety of roles over his career, including positions in the areas of portfolio management, investment research, and institutional investment consulting. For over a decade he was a principal of two registered investment firms that managed limited partnership vehicles, focused on North American stocks, with one firm winning the top long/short equity manager prize at the Global Emerging Managers Awards.
Paul brings to Capstone a wealth of experience analyzing complex investment situations and adding value to client portfolios. He serves as a key member of the firm’s Investment Management Team and is the lead manager for Capstone’s Canadian Equity Income strategy.
When Paul is not working or reading the annual reports of companies, he enjoys soccer and spending time with his wife, three teenaged sons, and their fun-loving Whoodle.
Featured Insights
Meet more of our Capstone team
view all profiles
Ashton Noot
BBA
Dealing Representative & Associate Relationship Manager
Caleb Zhang
Associate Portfolio Manager
Abigail MacEwan
BA
Administrative Assistant
Michelle Winger
BA
Administrative Operations Manager
Gerard Feliciano
EPC, RIS
Director, Business Development
Harrison Cho
Associate Portfolio Manager
Danielle Capa
Administrative Assistant
Kit Lui
Senior Legal Counsel
Irene Onwubuya
Compliance Administrator
Felix Wong
CPA, CGA, BSc
Controller
Glenn Murray
CFA, BA (ECON), CFBA, CFWA
President & Chief Executive Officer
Micheline Lybbert
Analyst
Rachel Mathew
Assistant Controller
Denise Detweiler
Project Coordinator, IMT
Leanne Tharratt
Executive Assistant - Glenn Murray
Michelle Brigole
Mortgage Administrator
Janet Kim Sing
CFA, BSc
Portfolio Manager
Stephen Smith
CIM, FCSI
Chief Compliance Officer & Portfolio Manager
Rhema Daniella
Receptionist and Administrative Assistant
Cory Gaston
BA
Technology Officer
Cassy Aldridge
Accounting Administrator
Paul Carter
CFA
Chief Investment Officer
Joey Wood
Business Development Associate & Dealing Representative
Clayton Rutquist
CPA, CMA
Director, Real Estate and Commercial Strategy
Maria Dawes
CFP, CIM, BBA (Honours)
Portfolio Manager
Grace Jonathan
B.Sc (Hons), MBA
Trading Support Administrator
Pieter de la Rey
M.Comm, CPA, CA
Chief Financial Officer
Sean Murray
Business Associate
Soo Khim Yeo
MCS, BA (Honours)
Receptionist/Administrative Assistant
Lori McGregor
Administrative Assistant
Beth Murray
BSC
Events Manager
Trent Heppner
Relationship Manager and Dealing Representative