Charles R. Carroll

Prior to joining Inlign Wealth Management now GenSpring in 2005, Mr. Carroll was Director of Research at JPMorgan Private Client Services ("PCS") from 2002-2005, where he managed a team responsible for evaluating and monitoring the third-party investment managers and mutual funds offered to PCS clients nationwide.
His role also included developing asset allocation models used by the PCS Practice.
Prior to 2002, Mr. Carroll was a Senior Manager at Arthur Andersen LLP (“Andersen”).
He was a member of the team responsible for investment manager selection, asset allocation strategies and the development of other tools and resources used within Andersen’s Investment Advisory Services practice.
Mr. Carroll holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Public Accountant (CPA) designations.
He received a Bachelor of Business Administration degree from the University of Wisconsin-Madison.