Jeff Carter

Compliance Officer at Canso Investment Counsel Ltd.

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Profile

Mr. Jeffrey S.
Carter, CFA, is a Portfolio Manager & Chief Compliance Officer at Canso Investment Counsel Ltd.
He joined Canso as a member of the investment team in 2015, focusing on investment research and strategy.
In May 2019, he assumed the responsibilities of Chief Compliance Officer.
He spent over 17 years at Bank of America Merrill Lynch in a variety of trading roles within their Fixed Income division in Toronto and New York, most recently as the Canadian Head of Credit and Mortgage Trading.
In addition to his trading roles, he was also responsible for the bank’s Canadian Commercial Real Estate securitization functions including warehouse hedging and securitization pricing.
Mr. Carter graduated from the University of Western Ontario with a BA Economics in 1997.
He received his CFA charter in 2003.

Jeff Carter active positions

Companies	Position	Start
Canso Investment Counsel Ltd. Canso Investment Counsel Ltd. Investment ManagersFinance Canso Investment Counsel Ltd. is an independent, Canadian fund management firm headquartered in Richmond Hill, Ontario. The firm was founded in 1997 by John Carswell and they specialize in management of corporate bond portfolios for institutional and private investors. The firm also manages the Canso family of mutual funds.	Compliance Officer	01/05/2019

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University of Western Ontario

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Private companies	1
Canso Investment Counsel Ltd. Canso Investment Counsel Ltd. Investment ManagersFinance Canso Investment Counsel Ltd. is an independent, Canadian fund management firm headquartered in Richmond Hill, Ontario. The firm was founded in 1997 by John Carswell and they specialize in management of corporate bond portfolios for institutional and private investors. The firm also manages the Canso family of mutual funds.	Finance