What departments does Carlson Investments have?

Carlson Investments has employees across 4 departments including Operations, Analytics, Accounting, Marketing.

What is the largest department at Carlson Investments?

The largest department at Carlson Investments is Operations with 2 employees.

Where are Carlson Investments employees located globally?

Carlson Investments has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Carlson Investments's team size changed over time?

Carlson Investments's team has decreased from approximately 17 to 16 employees based on available data.

Carlson Investments Employee Directory

Investment ManagementNew Hampshire, United States11-50 Employees

Carlson Investments is an investment management firm based in Concord, New Hampshire, established in 1989 to provide investment management services to institutions and individuals. It operates as an independently owned registered investment adviser under the Investment Advisers Act of 1940. The firm relies on a portfolio management team with more than a century of combined experience to guide client portfolios. A supporting group of professionals focuses on client service, account administration, research, and trading to back investment decisions.

The organization serves a mid-sized client base in the investment management space, combining experienced portfolio management with a dedicated service team for both institutions and individuals.

Carlson Investments Global Highlights

North America
17

United States Of America
17

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Carlson Investments's Leadership

J. M.
President
Mobile Phone
Email
R. M.
Assistant Vice President
Mobile Phone
Email
K. G.
Relationship & Portfolio Manager
Mobile Phone
Email
D. F. B.
Portfolio Manager
Mobile Phone
Email
S. L.
Operations 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

Carlson Investments Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Entrepreneurship
Accounting
Other
Support

Contact profiles from Carlson Investments

Name

Title

Contact Info

Location

Last Update

J. M.
President
Mobile Phone
Email
United StatesNew Hampshire
Apr 03, 2026
R. M.
Assistant Vice President
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2023
K. G.
Relationship & Portfolio Manager
Mobile Phone
Email
United StatesNew Hampshire
Apr 15, 2026
D. F. B.
Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Apr 14, 2026
S. L.
Operations Manager
Mobile Phone
Email
United StatesNew Hampshire
Apr 13, 2026
J. J.
Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Aug 09, 2025
G. P.
Equity Analyst
Mobile Phone
Email
United StatesMassachusetts
Jan 24, 2024
D. D.
Trader And Account Administrator
Mobile Phone
Email
United StatesMassachusetts
May 30, 2026
L. H.
Operations And It
Mobile Phone
Email
United StatesNew Hampshire
May 29, 2026
D. L. L.
Marketing And Account Administrator
Mobile Phone
Email
United StatesNew Hampshire
Jun 01, 2026

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 United States; 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 14 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Carlson Investments's key employees and leadership?

As of June 2026, Carlson Investments's key employees include:

President: J. M.
Assistant Vice President: R. M.
Relationship & Portfolio Manager: K. G.
Portfolio Manager: D. F. B.
Operations Manager: S. L.

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Carlson Investments Employee Directory

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