Joshua R. Carter
Associate Administrator
Office of Investment and Innovation
Joshua R. Carter serves as Associate Administrator in SBA’s Office of Investment and Innovation, where he oversees the administration of the Small Business Investment Company (SBIC) and the Small Business Investment Research/Small Business Technology Transfer Research (SBIR/STTR) programs.
Prior to SBA, Mr. Carter co-founded and served as Co-Chief Investment Officer at Sepio Capital, a multi-family office and institutional investment firm based in Salt Lake City, Utah. Before then, Mr. Carter was a senior portfolio manager and institutional consultant at Bank of America Merrill Lynch. Mr. Carter also held several roles at Goldman Sachs, including proprietary trader, senior equity research analyst, and financial analyst.
Mr. Carter holds a degree in Social Studies cum laude from Harvard University, and an MBA from The Wharton School. He is also a Chartered Financial Analyst (CFA) and CAIA Charterholder.