Joshua Carter

Josh Carter serves as Associate Administrator for SBA's Office of Investment and Innovation. 

He previously co-founded and served as Co-Chief Investment Officer of Sepio Capital, a multi-family office and institutional investment firm based in Salt Lake City, Utah. Before that, Carter was a senior portfolio manager and institutional consultant at Bank of America Merrill Lynch. Carter also held several roles at Goldman Sachs including proprietary trader, senior equity research analyst, and financial analyst. 

Carter holds a degree in Social Studies cum laude from Harvard University and an MBA from The Wharton School. He is also a CFA and CAIA charterholder.