Dave Carlson
Fundador en D. L. Carlson Investment Group, Inc. .
Perfil
Mr. David L.
Carlson is a Chairman & Founder at D.
L.
Carlson Investment Group, Inc. He has over 50 years experience managing equity and fixed income portfolios.
Prior to founding D.L.
Carlson Investments, he was Senior Vice President in charge of investments at Bank East Trust Company.
He also worked at Merchants National Bank and various other financial institutions in Maryland.
He earned a B.S.
in Business Administration at Norwich University.
He is currently on the Board of Directors for the Whalen Company in Easton Maryland and a trustee emeritus at Brewster Academy.
Cargos activos de Dave Carlson
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Fundador | 01/01/1989 |
Antiguos cargos conocidos de Dave Carlson.
| Empresas | Cargo | Fin |
|---|---|---|
Merchants National Bank (Hillsboro, Ohio)
 Merchants National Bank (Hillsboro, Ohio) Major BanksFinance Merchants National Bank provides personal and business banking services. It provides real estate, equipment, construction, working capital, agricultural, small business and business credit card loans. The company was founded in 1879 and is headquartered in Bloomfield, CT. | Corporate Officer/Principal | 31/12/1982 |
Formación de Dave Carlson.
| Norwich University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
Merchants National Bank (Hillsboro, Ohio)
Merchants National Bank (Hillsboro, Ohio) Major BanksFinance Merchants National Bank provides personal and business banking services. It provides real estate, equipment, construction, working capital, agricultural, small business and business credit card loans. The company was founded in 1879 and is headquartered in Bloomfield, CT. | Finance |
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