Brian Carlstead
About Brian Carlstead
Brian Carlstead is the Managing Director and Group Co-Head of Not-For-Profit Healthcare Investment Banking at Jefferies, based in Chicago, Illinois.
Current Position at Jefferies
Brian Carlstead currently serves as the Managing Director and Group Co-Head for Not-For-Profit Healthcare Investment Banking at Jefferies. Based in Chicago, Illinois, he has been in this role since 2024. Jefferies LLC is a major investment banking firm known for its global reach in various sectors. In his current position, Brian oversees operations and strategies in the not-for-profit healthcare sector, bringing his extensive experience and expertise to the role.
Career at Citi
Prior to joining Jefferies, Brian Carlstead worked at Citi as Managing Director and Co-Head of the Not-for-Profit Health Care, Investment Banking division. He held this role from 2010 to 2024, making significant contributions over a 14-year period. During his tenure, he was based in Chicago, Illinois, and played a vital role in numerous investment banking transactions and advisory services tailored to the not-for-profit healthcare sector.
Early Career and Other Roles
Brian Carlstead's early career includes various prestigious roles in the investment banking sector. He worked at Goldman, Sachs & Co. from 2004 to 2010 as Vice President, Not-for-Profit Health Care Investment Banking in New York. Before that, he was an Investment Banking Associate at Casas, Benjamin & White from 1999 to 2004 in Chicago, Illinois. Additionally, he started his professional career at Arthur Andersen & Co. as an Auditor in Transaction Advisory Services from 1998 to 1999.
Educational Background
Brian Carlstead studied at the University of Arizona, where he earned a BSBA in Accounting and Finance from 1993 to 1997. His foundational education was completed at Homewood-Flossmoor High School, where he attended from 1989 to 1993. His strong academic background laid the groundwork for his future career in investment banking and finance.