Carter Jordan McMillan
Founder at McMillan Capital Management LLC
Profile
Mr. Carter J.
McMillan, CFA MBA, is a Managing Member & Chief Compliance Officer at McMillan Capital Management LLC.
He has over 20 years of investment experience.
Prior to launching the firm, Mr. McMillan worked as a Vice President and Portfolio Manager in the Dallas Investment Management office of Brown Brothers Harriman (BBH); as a Senior Portfolio Manager in the Private Client group of J.P.
Morgan; and as an Associate with Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette).
He received his BSBA in Finance from the University of Arkansas System and an MBA from Southern Methodist University.
He is a CFA Charterholder whose professional memberships include CFA Society of Dallas-Fort Wallace and the CFA Institute.
Carter Jordan McMillan active positions
| Companies | Position | Start |
|---|---|---|
McMillan Capital Management LLC
 McMillan Capital Management LLC Investment ManagersFinance McMillan Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Carter and Elizabeth McMillan in 2007. MCM serves the investment management needs of individuals, high net worth individuals, trusts, family entities and charitable organizations. | Founder | 01/01/2007 |
Training of Carter Jordan McMillan
| Southern Methodist University | Masters Business Admin |
| University of Arkansas System | Undergraduate Degree |
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Linked companies
| Private companies | 1 |
|---|---|
McMillan Capital Management LLC
McMillan Capital Management LLC Investment ManagersFinance McMillan Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Carter and Elizabeth McMillan in 2007. MCM serves the investment management needs of individuals, high net worth individuals, trusts, family entities and charitable organizations. | Finance |
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