Grant Engelbart, CFA, CAIA, is currently the Vice President of Investment Strategy and Research at Carson Group, a position held since 2023. Previously, they worked at Orion as Deputy Chief Investment Officer for ETF Solutions from 2020 to 2023, and they held various roles at CLS Investments, LLC, including Senior Portfolio Manager and Director of Research, from 2009 to 2012. Grant began their career with experiences as a Brokerage Operations Intern at TD Ameritrade and as a Mutual Fund Accountant at State Street in 2007 and 2009, respectively. They earned a Bachelor of Business Administration in Finance from the University of Nebraska-Lincoln in 2009.
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