Carter Speedy
Investment Research Analyst at Valeo Financial Advisors Llc
Based in Carmel, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Carmel
Industry
Financial Services
Company size
201
Contact information
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c•••••••@valeofinancial.com
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Background
About Carter Speedy
From starting my own business at the age of 16 to guiding clients through complex financial landscapes, my journey has been fueled by a passion for continuous education and a commitment to excellence. I am currently pursuing a Master of Science in Finance at Indiana University, building on my Summa Cum Laude Bachelor's degree from the University of Tennessee, Knoxville. My industry expertise spans portfolio management, comprehensive financial planning, and entrepreneurial leadership. During my tenure managing a portfolio for two semesters, I gained invaluable investing skills and strategies. I will start my position at Valeo Financial Advisors in August 2025 as an investment research analyst. Relevant Courses: Financial Statement Analysis, Investments/Portfolio Management, Bloomberg Basics, Fixed Income, Derivatives
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