TheJobsMapCarlson Investments jobs and careers
Concord, United States
About Carlson Investments
Carlson Investment Group was founded in 1989 to provide investment management services to institutions and individuals. The firm is registered under the Investment Advisers act of 1940 and is independently owned. Our portfolio management team has over 100 years of combined experience and is supported by a team of professionals who specialize in client service, account administration, research, and trading.
Founded in 1989 by Dave Carlson.
- Founded
- 1989
- Employees
- 11 to 50
- Headquarters
- Concord
Leadership
The top of Carlson Investments's org chart, with how many people report into each leader.
Jay Mullins
President
7 reports
Max Kemper
Investment Analyst @ Carlson Investments
Greg Partyka
Equity Analyst
Devin DaRosa
Trader and Account Administrator
Kate Graham
Relationship & Portfolio Manager
Alan Rattee
Portfolio and Relationship Manager: Planning Specialist
Kyle Fellers
Portfolio Manager / Relationship Manager
Daniel F Bednarczyk
Portfolio Manager
Jobs at Carlson Investments
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