Carlson Investments Employee Directory

Financial ServicesNew Hampshire, United States11-50 Employees

Carlson Investment Group was founded in 1989 to provide investment management services to institutions and individuals. The firm is registered under the Investment Advisers act of 1940 and is independently owned.  Our portfolio management team has over 100 years of combined experience and is supported by a team of professionals who specialize in client service, account administration, research, and trading.

Find Carlson Investments employees' phone numbers or email addresses

Carlson Investments Global Highlights

North America
19

United States Of America
19

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Carlson Investments's Leadership

R. C.
Chief Financial Officer
Mobile Phone
Email
J. M.
Owner
Mobile Phone
Email
R. M.
Assistant Vice President
Mobile Phone
Email
J. J.
Portfolio Manager
Mobile Phone
Email
D. F. B.
Portfolio Manager
Mobile Phone
Email
K. F.
Portfolio Manager / Relationship Manager
Mobile Phone
Email
G. P.
Equity Analyst
Mobile Phone
Email
A. A. R.
Financial Advisor: Planning Specialist
Mobile Phone
Email

Contact profiles from Carlson Investments

Name

Title

Contact Info

Location

Last Update

J. M.
Owner
Mobile Phone
Email
United StatesNew Hampshire
Nov 24, 2024
R. C.
Chief Financial Officer
Mobile Phone
Email
United StatesNew Hampshire
Jul 30, 2024
R. M.
Assistant Vice President
Mobile Phone
Email
United StatesMassachusetts
Nov 17, 2023
J. J.
Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2024
D. F. B.
Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 16, 2024
K. F.
Portfolio Manager / Relationship Manager
Mobile Phone
Email
United StatesNew Hampshire
Oct 16, 2024
G. P.
Equity Analyst
Mobile Phone
Email
United StatesMassachusetts
Nov 15, 2024
A. A. R.
Financial Advisor: Planning Specialist
Mobile Phone
Email
United StatesNew Hampshire
Oct 21, 2024
D. D.
Trader And Account Administrator
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024
D. L. L.
Marketing And Account Administrator
Mobile Phone
Email
United StatesNew Hampshire
Oct 22, 2024

Frequently Asked Questions

What is Carlson Investments known for?

Carlson Investments was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 2 Capital Plaza Suite 404 Concord, New Hampshire 03301 US; you can contact the main corporate office by phone at

+1-603-224-****

. Explore Carlson Investments's company overview page for more information.

What is Carlson Investments's most common email format?

Carlson Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carlson Investments email formats with LeadIQ.

How many employees does Carlson Investments have currently?

Carlson Investments has approximately 17 employees as of October 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Carlson Investments's key employees and leadership?

As of October 2024, Carlson Investments's key employees include:

Chief Financial Officer: R. C.
Owner: J. M.
Assistant Vice President: R. M.
Portfolio Manager: J. J.
Portfolio Manager: D. F. B.

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