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Ken Carlson
Gestionnaire de Portefeuille-Actions chez DMG Group LLC
Profil
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.
Postes actifs de Ken Carlson
Sociétés | Poste | Début |
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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. | Gestionnaire de Portefeuille-Actions | 01/07/2015 |
Formation de Ken Carlson
Taylor University | Undergraduate Degree |
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Entreprise privées | 1 |
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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 |