Carter Douglas Allen

Employer firm

Alta Capital Management LLC CRD 106786

$1.60B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  Alta Capital Management
  Salt Lake City, UT
• 08/2018 → 05/2019
  University Of Wisconsin Madison
  Madison, WI
• 08/2018 → 05/2019
  Univerisity Of Wisconsin Madison
  Madison, WI
• 06/2018 → 08/2018
  Geneva Capital Management
  Milwaukee, WI
• 08/2017 → 05/2018
  University Of Wisconsin Madison
  Madison, WI
• 06/2017 → 08/2018
  Isthmus Partners Llc
  Madison, WI
• 08/2016 → 05/2017
  University Of Wisconsin Madison
  Madison, WI
• 05/2017 → 06/2017
  Unemployed
  Madison, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-13

Designations

• Chartered Financial Analyst