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Dave Carlson
Oprichter bij D. L. Carlson Investment Group, Inc.
Oorsprong van het eerstegraads netwerk van Dave Carlson
Entiteit | Type entiteit | Industrie | |
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D. L. Carlson Investment Group, Inc.
![]() D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors.
8
| Private Company | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dave Carlson via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Market Strategist | |
Twin Focus Capital Partners LLC
![]() Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Investment Managers | Analyst-Equity | |
TEAM Wealth Planning & Management, Inc.
![]() TEAM Wealth Planning & Management, Inc. Investment ManagersFinance TEAM Wealth Planning & Management, Inc. provides investment advisory services. Its services include portfolio management and financial planning. The company was founded by Larry McManus and is headquartered in Chapel Hill, NC. | Investment Managers | Founder | |
Vanderbilt University | College/University | Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree | |
St. Lawrence University | College/University | Undergraduate Degree | |
National Financial Services LLC (Trading Arm)
![]() National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Corporate Officer/Principal | |
University of New Hampshire | College/University | Undergraduate Degree | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
TFC Financial Management, Inc.
![]() TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Investment Managers | Chief Investment Officer | |
Bank of New England
![]() Bank of New England Regional BanksFinance Bank of New England provides commercial lending and banking services. It offers business online banking, business development, and personal online banking services. The company was founded in 1983 and is headquartered in Salem, NH. | Regional Banks | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Western New England University | College/University | Graduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Travelers Property Casualty Company of America
![]() Travelers Property Casualty Company of America Insurance Brokers/ServicesFinance Travelers Property Casualty Co. of America. provides homeowners and business insurance services. The company is headquartered in Hartford, CT. | Insurance Brokers/Services | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 29 |
Sectoraal
Finance | 19 |
Consumer Services | 11 |
Operationeel
Corporate Officer/Principal | 13 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 6 |
Analyst-Equity | 4 |
Portfolio Manager-Fixed Income | 2 |
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