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Brian Carlson Location
New Canaan, CT, US
Brian Carlson Work
2022 -now Managing Director and Head of Research @
2013 -2022 Head of Loan Research @ Insight Investment (acquiror of Cutwater Asset Management)
2006 -2012 Principal and Senior Analyst @ Silvermine Capital Management
2005 -2006 Principal and Senior Analyst @ Kingsland Capital Management
2000 -2005 Principal and Senior Analyst @ Katonah Capital LLC
1995 -2000 Vice President and Team Leader, Leveraged Finance Group @ The Fuji Bank Limited
1992 -1995 Vice President, Small Business Group @ The Chase Manhattan Bank
Brian Carlson Education
NYU Stern School of Business
MBA (Finance)
1995-2000
Princeton University
Bachelor of Arts (BA) (Economics)
1986-1990
Brian Carlson Skills
High Yield
Leveraged Finance
Structured Finance
Fixed Income
Hedge Funds
Special Situations
Portfolio Management
Capital Markets
Alternative Investments
Capital Structure
Valuation
Investment Banking
Bonds
LBO
Financial Modeling
Syndications
Credit Analysis
Asset Managment
Equities
Trading
Credit
Credit Derivatives
Private Equity
Securities
Asset Management
Investments
Structured Products
Financial Structuring
Loans
Business Development
Project Management
Capital Management
Microsoft Excel
Customer Service
Capital
Brian Carlson Summary
Brian Carlson, based in New Canaan, CT, US, is currently a Managing Director and Head of Research at Warwick Capital Partners. Brian Carlson brings experience from previous roles at Insight Investment (acquiror of Cutwater Asset Management), Silvermine Capital Management, Kingsland Capital Management and Katonah Capital LLC. Brian Carlson holds a 1995 - 2000 MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes High Yield, Leveraged Finance, Structured Finance, Fixed Income, Hedge Funds and more. Brian Carlson has 2 emails and 2 mobile phone numbers on RocketReach.
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