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Perfil
Ms. Kathleen A. Carlson is Managing Partner at Parker Carlson & Johnson which she co-founded in 1982.
Ms. Carlson received her undergraduate degree from the University of Dayton and MBA in Finance from Wright State University.
She is also a Chartered Financial Analyst.
Antiguos cargos conocidos de Kathleen Ann Carlson.
| Empresas | Cargo | Fin |
|---|---|---|
Parker Carlson & Johnson
 Parker Carlson & Johnson Investment ManagersFinance Parker Carlson & Johnson's (PC&J) investment approach focuses on capital appreciation. The firm believes that investments in stocks are the growth engine of a portfolio. The firm tends to invest in a core group of stocks. PC&J uses the bond and cash components of a portfolio to provide stability to the portfolio and to meet the client's cash flow needs. For a balanced allocation, the firm prefers to have 3 to 5 years of annual cash flows invested in bonds and cash. PC&J generally employs a buy and hold strategy. Though not limited by sector, PC&J tends to invest in the health technology, electronic technology, health technology and technology services sectors. They focus on US large-cap companies. PC&J maintains a medium turnover rate. The PC&J Performance Fund invests primarily in stocks and index products with the objective of long-term growth of capital. The PC&J Preservation Fund seeks to preserve capital and generate portfolio income through investment primarily in quality fixed-income instruments with a dollar-weighted average maturity consistent with the firm's interest rate outlook. | Fundador | - |
Formación de Kathleen Ann Carlson.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
15
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Parker Carlson & Johnson
Parker Carlson & Johnson Investment ManagersFinance Parker Carlson & Johnson's (PC&J) investment approach focuses on capital appreciation. The firm believes that investments in stocks are the growth engine of a portfolio. The firm tends to invest in a core group of stocks. PC&J uses the bond and cash components of a portfolio to provide stability to the portfolio and to meet the client's cash flow needs. For a balanced allocation, the firm prefers to have 3 to 5 years of annual cash flows invested in bonds and cash. PC&J generally employs a buy and hold strategy. Though not limited by sector, PC&J tends to invest in the health technology, electronic technology, health technology and technology services sectors. They focus on US large-cap companies. PC&J maintains a medium turnover rate. The PC&J Performance Fund invests primarily in stocks and index products with the objective of long-term growth of capital. The PC&J Preservation Fund seeks to preserve capital and generate portfolio income through investment primarily in quality fixed-income instruments with a dollar-weighted average maturity consistent with the firm's interest rate outlook. | Finance |
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wright State University (Ohio)
 Wright State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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