Dave Carlson
Fondatore presso D. L. Carlson Investment Group, Inc.
Profilo
Mr. David L.
Carlson is a Chairman & Founder at D.
L.
Carlson Investment Group, Inc. He has over 50 years experience managing equity and fixed income portfolios.
Prior to founding D.L.
Carlson Investments, he was Senior Vice President in charge of investments at Bank East Trust Company.
He also worked at Merchants National Bank and various other financial institutions in Maryland.
He earned a B.S.
in Business Administration at Norwich University.
He is currently on the Board of Directors for the Whalen Company in Easton Maryland and a trustee emeritus at Brewster Academy.
Posizioni attive di Dave Carlson
| Società | Posizione | Inizio |
|---|---|---|
D. L. Carlson Investment Group, Inc.
 D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | Fondatore | 01/01/1989 |
Precedenti posizioni note di Dave Carlson
| Società | Posizione | Fine |
|---|---|---|
Merchants National Bank (Hillsboro, Ohio)
 Merchants National Bank (Hillsboro, Ohio) Major BanksFinance Merchants National Bank provides personal and business banking services. It provides real estate, equipment, construction, working capital, agricultural, small business and business credit card loans. The company was founded in 1879 and is headquartered in Bloomfield, CT. | Corporate Officer/Principal | 31/12/1982 |
Formazione di Dave Carlson
| Norwich University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | Finance |
Merchants National Bank (Hillsboro, Ohio)
Merchants National Bank (Hillsboro, Ohio) Major BanksFinance Merchants National Bank provides personal and business banking services. It provides real estate, equipment, construction, working capital, agricultural, small business and business credit card loans. The company was founded in 1879 and is headquartered in Bloomfield, CT. | Finance |
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