Carlson Investments Employee Directory

Investment ManagementUnited 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
14

United States Of America
14

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Carlson Investments's Leadership

R. M.
Assistant Vice President
Mobile Phone
Email
D. F. B.
Portfolio Manager
Mobile Phone
Email
K. F.
Portfolio Manager / Relationship Manager
Mobile Phone
Email
J. J.
Portfolio Manager
Mobile Phone
Email
G. P.
Equity Analyst
Mobile Phone
Email
D. D.
Trader And Account Administrator
Mobile Phone
Email
L. H.
Operations And It
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

R. M.
Assistant Vice President
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2023
D. F. B.
Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
May 24, 2025
K. F.
Portfolio Manager / Relationship Manager
Mobile Phone
Email
United StatesNew Hampshire
May 29, 2025
J. J.
Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2024
G. P.
Equity Analyst
Mobile Phone
Email
United StatesMassachusetts
Jun 03, 2025
D. D.
Trader And Account Administrator
Mobile Phone
Email
United StatesMassachusetts
May 28, 2025
L. H.
Operations And It
Mobile Phone
Email
United StatesNew Hampshire
May 20, 2025
A. A. R.
Financial Advisor: Planning Specialist
Mobile Phone
Email
United StatesNew Hampshire
Oct 21, 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 Investment Management 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 18 employees as of June 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Carlson Investments's key employees and leadership?

As of June 2025, Carlson Investments's key employees include:

Assistant Vice President: R. M.
Portfolio Manager: D. F. B.
Portfolio Manager / Relationship Manager: K. F.
Portfolio Manager: J. J.
Equity Analyst: G. P.

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