Carter Speedy

Investment Research Analyst at Valeo Financial Advisors

Role: Investment Research Analyst at Valeo Financial Advisors LLC
Location: Carmel, IN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Carter Speedy

From starting my own business at the age of 16 to guiding clients through complex financial landscapes, my journey has been fueled by a passion for continuous education and a commitment to excellence. I am currently pursuing a Master of Science in Finance at Indiana University, building on my Summa Cum Laude Bachelor\'s degree from the University of Tennessee, Knoxville. My industry expertise spans portfolio management, comprehensive financial planning, and entrepreneurial leadership. During my tenure managing a portfolio for two semesters, I gained invaluable investing skills and strategies. I will start my position at Valeo Financial Advisors in August 2025 as an investment research analyst. Relevant Courses: Financial Statement Analysis, Investments/Portfolio Management, Bloomberg Basics, Fixed Income, Derivatives

Experience

Investment Research Analyst
Valeo Financial Advisors LLC
Aug 2025 — Present · Carmel, IN, US

Contact information

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Work email
c••••••••@valeofinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Valeo Financial Advisors LLC

Financial Services · 206 employees · Founded 2003 · Carmel, Indiana, United States

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

valeofinancial.com

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