![Ken Carlson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ken Carlson
Gestore di Portafoglio-Azioni presso DMG Group LLC
Profilo
Mr. Kenneth J.
Carlson, CFA, is a Senior Portfolio Manager at DMG Group LLC.
Mr. Carlson has been deeply involved in the portfolio management process for over 30 years.
His primary responsibility at Greybox Investments is portfolio strategy, with an emphasis on thematic change.
Prior to Greybox Investments, Mr. Carlson was the Chief Investment Officer at The Trust Company of Sterne Agee, Jurika & Voyles (Oakland, CA), and Head Trader at Boatmen’s Trust Company (St. Louis, MO).
Over the past fifteen years, Mr. Carlson has been leading the charge toward using dynamic factor based portfolios to improve transparency and cost management within the securities industry.
He is a graduate of Taylor University.
He is the Chairman of the Investment Committee for the United Way of Central Alabama and has been a Chartered Financial Analyst since 1996.
Posizioni attive di Ken Carlson
Società | Posizione | Inizio |
---|---|---|
DMG Group LLC
![]() DMG Group LLC Investment ManagersFinance DMG Group LLC (dba Greybox Investments) is an independent SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 2014 and wholly-owned by Donie M. Carlson. Greybox Investments provides advisory services primarily to individuals, high net worth individuals, charitable organizations, and corporations. | Gestore di Portafoglio-Azioni | 01/07/2015 |
Formazione di Ken Carlson
Taylor 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 | 1 |
---|---|
DMG Group LLC
![]() DMG Group LLC Investment ManagersFinance DMG Group LLC (dba Greybox Investments) is an independent SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 2014 and wholly-owned by Donie M. Carlson. Greybox Investments provides advisory services primarily to individuals, high net worth individuals, charitable organizations, and corporations. | Finance |
- Borsa valori
- Insiders
- Ken Carlson