James Holtman

James Holtman, CFA, currently serves as the Strategic Valuations Manager at Carta, where leadership of a team of analysts focuses on initiatives that enhance NDR metrics through data analysis using Looker and SQL. Prior roles at Carta include Senior Strategy Associate in Valuations and Senior Valuations Associate. James gained corporate experience as a Credit Analyst at SS&C Technologies and as a Fund Accountant, managing client trading activity and reporting. Academic achievements include a Bachelor of Business Administration from the University of Vermont and a semester abroad at Stockholm University in Accounting and Finance, complemented by early internships at FreshTracks Capital and National Life Group.