David Carlson Email & Phone Number
Head of Fiduciary Oversight @ AMG Funds
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David Carlson Location
- Philadelphia, PA, US
David Carlson Work
- Head of Fiduciary Oversight @ (January 2016 - Present)
- Head of Investment Solutions Research @ (January 2011 - January 2016)
- Co-Head of Portfolio Research @ (December 2009 - January 2011)
- Senior Portfolio Specialist @ (November 2005 - December 2009)
- Investment Analyst @ (December 2000 - November 2005)
- Product Manager @ (August 1999 - December 2000)
- Accounting Supervisor @ (June 1995 - August 1999)
- Client Service Representative @ (June 1993 - June 1995)
David Carlson Education
- Saint Joseph's University
MBA (Finance)
1996-2001 - West Chester University of Pennsylvania
BS (Marketing)
1988-1991
David Carlson Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- CAIA
- CFA
- Due Diligence
- Emerging Markets
- Equities
- Financial Services
- Fixed Income
- Global Asset Allocation
- Hedge Funds
- Interpersonal Communication
- Investment Strategies
- Investments
- Long/Short Equity
- Mutual Funds
- Portfolio Management
- Portfolio Optimization
- Private Equity
- Product Development
- Risk Management
- Series 6
- Series 63
- Strategic Communications
- Strategic Partner Relationship Management
David Carlson Summary
- David Carlson, based in Philadelphia, PA, US, is currently a Head of Fiduciary Oversight at AMG Funds. David Carlson brings experience from previous roles at AMG Funds and SEI. David Carlson holds a 1996 - 2001 MBA in Finance @ Saint Joseph's University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, CAIA, CFA and more. David Carlson has 2 emails and 2 mobile phone numbers on RocketReach.
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