Jay Mullins
President chez D. L. Carlson Investment Group, Inc.
Profil
Mr. James R.
Mullins, CFA, is a President & Chief Investment Officer at D.
L.
Carlson Investment Group, Inc. He is directly responsible for the day to day operations at DLC and oversees all client portfolios as CIO, having joined DLC in 2001.
He has over 25 years experience in the financial services industry.
He previously worked at Travelers Insurance Company and Paine Webber/UBS.
He was formerly on the Board of Directors and Investment Committee of the Circle Program and is a former Trustee of Canterbury Shaker Village.
He earned a B.S.
in Economics from the Wharton School of Business at the University of Pennsylvania and also has his Juris Doctor from Western New England College.
He is currently a member of the Finance Committee at the VNA in Concord and the Investment Committee for First Church of Hopkinton NH.
Postes actifs de Jay Mullins
| Sociétés | Poste | Début |
|---|---|---|
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. | President | 01/01/2001 |
Anciens postes connus de Jay Mullins
| Sociétés | Poste | Fin |
|---|---|---|
Travelers Property Casualty Company of America
 Travelers Property Casualty Company of America Insurance Brokers/ServicesFinance Travelers Property Casualty Co. of America. provides homeowners and business insurance services. The company is headquartered in Hartford, CT. | Corporate Officer/Principal | 31/12/1998 |
Formation de Jay Mullins
| University of Pennsylvania | Undergraduate Degree |
| Western New England University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 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 |
Travelers Property Casualty Company of America
Travelers Property Casualty Company of America Insurance Brokers/ServicesFinance Travelers Property Casualty Co. of America. provides homeowners and business insurance services. The company is headquartered in Hartford, CT. | Finance |
