Perfil
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.
Cargos activos de Jay Mullins
| Empresas | Cargo | Inicio |
|---|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Presidente | 01/08/2001 |
Antiguos cargos conocidos de Jay Mullins.
| Empresas | Cargo | Fin |
|---|---|---|
Travelers Property Casualty Company of America
Travelers Property Casualty Company of America Insurance Brokers/ServicesFinance Provides homeowners and business insurance services | Corporate Officer/Principal | 31/12/1998 |
Formación de Jay Mullins.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Western New England University
Western New England University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Travelers Property Casualty Company of America
Travelers Property Casualty Company of America Insurance Brokers/ServicesFinance Provides homeowners and business insurance services | Finance |
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