Ken Carlson

Mr. Kenneth J.
Carlson, CFA, is a Senior Portfolio Manager at DMG Group LLC.
Mr. Carlson has been deeply involved in the portfolio management process for over 30 years.
His primary responsibility at Greybox Investments is portfolio strategy, with an emphasis on thematic change.
Prior to Greybox Investments, Mr. Carlson was the Chief Investment Officer at The Trust Company of Sterne Agee, Jurika & Voyles (Oakland, CA), and Head Trader at Boatmen’s Trust Company (St. Louis, MO).
Over the past fifteen years, Mr. Carlson has been leading the charge toward using dynamic factor based portfolios to improve transparency and cost management within the securities industry.
He is a graduate of Taylor University.
He is the Chairman of the Investment Committee for the United Way of Central Alabama and has been a Chartered Financial Analyst since 1996.