Paul Carter

CFA

Chief Investment Officer

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.