Profil
Prior to joining Eastover Capital Management, Ms. Carlson experience includes employment with the Tallahassee, Florida CPA frm, Thomas Howell Ferguson P.A., and with Synovus Trust Company in both the Personal Trust Area and the Retirement Plan Services Division.
She holds the Qualifed 401(K) Administrator (QKA) designation by the American Society of Pension Professionals & Actuaries.
Ms. Carlson earned a Bachelor of Science in Finance from Florida State University, she is a Certifed Public Accountant and a Certifed Financial Planner, with memberships in both the American Institute of Certified Public Accountants and the Financial Planning Association.
Anciens postes connus de Sandy B. Carlson
| Sociétés | Poste | Fin |
|---|---|---|
Eastover Investment Advisors LLC
 Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Corporate Officer/Principal | 01/08/2013 |
Allen, Mooney & Barnes Investment Advisors LLC
 Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance Allen, Mooney & Barnes Investment Advisors LLC (AMB) is a SEC-registered wealth management firm headquartered in Thomasville, Georgia. The firm was founded in 2001 by Miron Allen and Richard Mooney, originally as Allen & Mooney Investments LLC. They are a wholly-owned subsidiary of FAIM Investments LLC. AMB provides investment advisory and management services to a wide range of individual and institutional clients. | Corporate Officer/Principal | 01/08/2009 |
Synovus Trust Co. NA (Investment Management)
 Synovus Trust Co. NA (Investment Management) Investment ManagersFinance Synovus Trust Co. NA (Investment Management) (STC-IM) is the separately identifiable division of Synovus Trust Co. NA, a nationally chartered trust company headquartered in Atlanta, Georgia. The firm was founded in 1990 as the trust department of Columbus Bank and Trust (CB&T), which was formed in 1930, and expanded into Synovus Trust in 1995. They are the predecessor firm of GLOBALT Investments LLC. STC-IM offers trust services such as estate planning and settlement, asset management and trust administration to various clients. | Corporate Officer/Principal | - |
Tallahassee Democrat, Inc.
 Tallahassee Democrat, Inc. Publishing: NewspapersConsumer Services Part of Gannett Co., Inc., Tallahassee Democrat, Inc. is a publisher of a local newspaper. The company is based in Tallahassee, FL. Tallahassee Democrat was acquired by TEGNA, Inc. from Knight-Ridder, Inc. on August 29, 2005. | Corporate Officer/Principal | - |
Formation de Sandy B. Carlson
| Florida State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Eastover Investment Advisors LLC
Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Finance |
Allen, Mooney & Barnes Investment Advisors LLC
Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance Allen, Mooney & Barnes Investment Advisors LLC (AMB) is a SEC-registered wealth management firm headquartered in Thomasville, Georgia. The firm was founded in 2001 by Miron Allen and Richard Mooney, originally as Allen & Mooney Investments LLC. They are a wholly-owned subsidiary of FAIM Investments LLC. AMB provides investment advisory and management services to a wide range of individual and institutional clients. | Finance |
Tallahassee Democrat, Inc.
Tallahassee Democrat, Inc. Publishing: NewspapersConsumer Services Part of Gannett Co., Inc., Tallahassee Democrat, Inc. is a publisher of a local newspaper. The company is based in Tallahassee, FL. Tallahassee Democrat was acquired by TEGNA, Inc. from Knight-Ridder, Inc. on August 29, 2005. | Consumer Services |
Synovus Trust Co. NA (Investment Management)
Synovus Trust Co. NA (Investment Management) Investment ManagersFinance Synovus Trust Co. NA (Investment Management) (STC-IM) is the separately identifiable division of Synovus Trust Co. NA, a nationally chartered trust company headquartered in Atlanta, Georgia. The firm was founded in 1990 as the trust department of Columbus Bank and Trust (CB&T), which was formed in 1930, and expanded into Synovus Trust in 1995. They are the predecessor firm of GLOBALT Investments LLC. STC-IM offers trust services such as estate planning and settlement, asset management and trust administration to various clients. | Finance |
