![Kathleen Ann Carlson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Ms. Kathleen A. Carlson is Managing Partner at Parker Carlson & Johnson which she co-founded in 1982.
Ms. Carlson received her undergraduate degree from the University of Dayton and MBA in Finance from Wright State University.
She is also a Chartered Financial Analyst.
Precedenti posizioni note di Kathleen Ann Carlson
| Società | Posizione | Fine |
|---|---|---|
Parker Carlson & Johnson
 Parker Carlson & Johnson Investment ManagersFinance Parker Carlson & Johnson's (PC&J) investment approach focuses on capital appreciation. The firm believes that investments in stocks are the growth engine of a portfolio. The firm tends to invest in a core group of stocks. PC&J uses the bond and cash components of a portfolio to provide stability to the portfolio and to meet the client's cash flow needs. For a balanced allocation, the firm prefers to have 3 to 5 years of annual cash flows invested in bonds and cash. PC&J generally employs a buy and hold strategy. Though not limited by sector, PC&J tends to invest in the health technology, electronic technology, health technology and technology services sectors. They focus on US large-cap companies. PC&J maintains a medium turnover rate. The PC&J Performance Fund invests primarily in stocks and index products with the objective of long-term growth of capital. The PC&J Preservation Fund seeks to preserve capital and generate portfolio income through investment primarily in quality fixed-income instruments with a dollar-weighted average maturity consistent with the firm's interest rate outlook. | Fondatore | - |
Formazione di Kathleen Ann Carlson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
15
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Parker Carlson & Johnson
Parker Carlson & Johnson Investment ManagersFinance Parker Carlson & Johnson's (PC&J) investment approach focuses on capital appreciation. The firm believes that investments in stocks are the growth engine of a portfolio. The firm tends to invest in a core group of stocks. PC&J uses the bond and cash components of a portfolio to provide stability to the portfolio and to meet the client's cash flow needs. For a balanced allocation, the firm prefers to have 3 to 5 years of annual cash flows invested in bonds and cash. PC&J generally employs a buy and hold strategy. Though not limited by sector, PC&J tends to invest in the health technology, electronic technology, health technology and technology services sectors. They focus on US large-cap companies. PC&J maintains a medium turnover rate. The PC&J Performance Fund invests primarily in stocks and index products with the objective of long-term growth of capital. The PC&J Preservation Fund seeks to preserve capital and generate portfolio income through investment primarily in quality fixed-income instruments with a dollar-weighted average maturity consistent with the firm's interest rate outlook. | Finance |
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wright State University (Ohio)
 Wright State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
