David Carlson Cfa, Caia

David Carlson, CFA, CAIA has extensive experience in the financial industry. David started their career at The Vanguard Group, where they worked as a Client Service Representative, providing clients with investment guidance and advice. David later became an Accounting Supervisor, leading high-profile projects and mentoring a team of accountants.

David then joined SEI as a Product Manager, where they researched and identified viable solutions for international equity portfolios. David also served as an Investment Analyst, evaluating sub-advisors for inclusion in manager of managers programs.

Currently, David works at AMG Funds as the Head of Fiduciary Oversight, where they have enhanced the subadvisor monitoring process and controls to ensure the highest level of fiduciary standards. David also leads a team in all aspects of due diligence and collaborates with marketing and sales to drive new business. Previously, they held roles at AMG Funds as the Head of Investment Solutions Research, Co-Head of Portfolio Research, and Senior Portfolio Specialist.

Throughout their career, David has demonstrated expertise in asset allocation, security selection, and portfolio management. David has a strong track record of enhancing product lineups and driving sales growth.

David Carlson, CFA, CAIA, holds an MBA in Finance from Saint Joseph's University, which they completed from 1996 to 2001. Prior to that, they obtained a BS in Marketing from West Chester University of Pennsylvania, studying from 1988 to 1991.

In terms of additional certifications, they became a CFA Charterholder in September 2004 through the CFA Institute. From the Financial Industry Regulatory Authority (FINRA), they obtained the Series 6 and 63 certificates in December 2005. Lastly, in October 2015, they became a CAIA Charterholder through the CAIA Association.