National Advisory Council

Josh Carter

Membership Information:

Member Since: 2025

Spouse:

Jennifer Carter

Contact Information:

Linkedin Profile: https://www.linkedin.com/in/josh-carter-cfa-caia-0a854b4b/

Employment:

Job Title: Cofounder and Co-CIO
Company: Sepio Capital

Expertise:

• investment management

Biography:

Josh Carter is cofounder and co-CIO at Sepio Capital, a multi-family office and investment manager based in Salt Lake City. He was formerly portfolio manager and research analyst at Bank of America Merrill Lynch and Goldman Sachs. Josh earned his bachelor's degree from Harvard College and his MBA from Wharton. He is a high school tennis coach. He served his mission in Puerto Rico. Josh and his wife, Jennifer (a BYU graduate) and six children with three currently attending BYU.