Dave Carlson
Founder at D. L. Carlson Investment Group, Inc.
Profile
Mr. David L.
Carlson is a Chairman & Founder at D.
L.
Carlson Investment Group, Inc. He has over 50 years experience managing equity and fixed income portfolios.
Prior to founding D.L.
Carlson Investments, he was Senior Vice President in charge of investments at Bank East Trust Company.
He also worked at Merchants National Bank and various other financial institutions in Maryland.
He earned a B.S.
in Business Administration at Norwich University.
He is currently on the Board of Directors for the Whalen Company in Easton Maryland and a trustee emeritus at Brewster Academy.
Dave Carlson active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 1988-12-31 |
Former positions of Dave Carlson
| Companies | Position | End |
|---|---|---|
Merchants National Bank (Hillsboro, Ohio)
 Merchants National Bank (Hillsboro, Ohio) Major BanksFinance Merchants National Bank provides personal and business banking services. It provides real estate, equipment, construction, working capital, agricultural, small business and business credit card loans. The company was founded in 1879 and is headquartered in Bloomfield, CT. | Corporate Officer/Principal | 1982-12-30 |
Training of Dave Carlson
| Norwich University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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. | Finance |
Merchants National Bank (Hillsboro, Ohio)
Merchants National Bank (Hillsboro, Ohio) Major BanksFinance Merchants National Bank provides personal and business banking services. It provides real estate, equipment, construction, working capital, agricultural, small business and business credit card loans. The company was founded in 1879 and is headquartered in Bloomfield, CT. | Finance |
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