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Stephanie Carter, CFA

Stephanie carter, cfa

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location of Stephanie Carter, CFAUnited Kingdom
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  • Timeline

  • About me

    Portfolio Manager at Brunel Pension Partnership Ltd

  • Education

    • Leicester grammar school

      2001 - 2008
      Mathematics, english literature, philosophy & ethics, biology

    • University of leeds

      2008 - 2011
      Ba (hons) sociology 1st class

    • University of leeds

      2011 - 2012
      Msc international business distinction

  • Experience

    • Mercer

      Sept 2012 - Aug 2014

      • Responsible Investment Analyst

        Sept 2013 - Aug 2014

      • Investment Analyst

        Sept 2012 - Sept 2013

    • Mfs investment management

      Oct 2014 - Dec 2016
      Associate

    • Berenberg

      Jan 2017 - Sept 2018
      Equity research analyst - banks

    • Brunel pension partnership limited

      Feb 2019 - now

      • Portfolio Manager

        Oct 2020 - now

      • Senior Investment Officer

        Jun 2020 - Oct 2020

      • Investment Officer

        Feb 2019 - Jun 2020

  • Licenses & Certifications

    • Foundation certificate in psychotherapy

      Bath centre for psychotherapy & counselling
      Jul 2021

    • Sustainable investing certificate

      Cfa institute
      Oct 2021

    • Certificate in sustainable finance

      University of cambridge
      Feb 2024

    • Yoga teacher training (200 hours)

      Yoga alliance professionals
      Jun 2018

    • Certificate in climate and investing

      Cfa uk
      Mar 2022
      View certificate certificate

    • Cfa charterholder

      Cfa institute
      Sept 2016

    • Investment management certificate

      Cfa institute
      Jan 2013