JC

James Carter

Managing Director - Central Region Public Finance at Academy Securities

James Carter has a diverse and extensive work experience in the finance and banking industry. James is currently serving as the Managing Director - Central Region Public Finance at Academy Securities since June 2019. In this role, they are responsible for leading banking activities for municipal issuers in multiple regions and has also been the book-running senior manager for a significant project.

Prior to joining Academy Securities, James worked as the Managing Director & Head of Investment Banking at Melvin & Co. from January 2016 to June 2019. During their tenure, they managed all municipal and corporate finance investment banking for the firm and served as the lead banker for national issuers.

Before that, James worked at Williams Capital Group as the Vice President - Public Finance, supporting municipal issuers in the Midwest and Southwest regions. James played a crucial role in establishing the firm's permanent banking presence in Chicago.

James also held the position of Vice President - Public Finance at Jackson Securities, where they were responsible for leading banking activities for municipal issuers in the Midwest and Southwest regions. James successfully reopened the firm's Chicago office.

James'scareer in finance began in 2006 at Cabrera Capital Markets, where they served as an Associate - Public Finance, supporting Texas municipal issuers and opening a new office in Houston for the firm.

James has also gained valuable experience as an Analyst - Asset-Backed Securities at JPMorgan and as a Summer Intern at Bank One and Northern Trust Corporation.

Overall, James Carter has consistently demonstrated their expertise and leadership skills in the finance industry throughout their career.

James Carter earned their Bachelor of Science degree in Business Management from the University of Florida between the years 2000 and 2004. James went on to pursue their Master of Business Administration (MBA) degree with a focus on Strategy, Execution, and Valuation at the DePaul Driehaus College of Business from 2008 to 2009. Additionally, they obtained certifications in MSRB Series 7, 24, 50, 52, and 63, though the institution and specific dates of these certifications are not provided.

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  • Managing Director - Central Region Public Finance

    June, 2019 - present

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