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Charles E. Carter

Managing Director
Portfolio Manager
Senior Research Analyst

“We are fortunate to be part of a team that values everyone’s opinions and encourages the free flow of ideas.”

Charles Carter is a managing director, portfolio manager, and senior research analyst at Ceredex Value Advisors, an affiliate of Virtus Investment Partners. His primary responsibilities include managing the Ceredex Small Cap Value Equity strategy and covering the consumer discretionary and consumer staples sectors.

Mr. Carter has been with Ceredex since 2004, initially starting with its predecessor firm, Trusco Capital Management. Previously, he was manager of investor relations at CNL Income Corp., a real estate holding company. He began his investment career at Credit Suisse First Boston as a sell-side equity research associate covering the media industry.

Mr. Carter earned a B.S. in management from Georgia Institute of Technology. He is a Chartered Financial Analyst (CFA®) charterholder since 2006.