Jack Mendelsohn

Senior Analyst at Carter Funds

Jack Mendelsohn is a finance professional with a robust background in financial analysis and investment banking. Currently serving as a Senior Analyst at Carter Funds since August 2023, Jack has previously held roles including Corporate Finance Consultant at ReliaQuest, Senior Financial Analyst at Quantcast, and Investment Banking Analyst at KeyBanc Capital Markets, where accolades included the 2021 Power Finance & Risk’s Lead Arranger of the Year. Jack's expertise encompasses investor relations, fundraising efforts, and corporate finance, supported by experience in interest rate derivatives sales and financial planning and analysis at KeyBank. Jack holds a Bachelor's Degree in Finance from John Carroll University and has further education from the CFA Institute.

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