Carlson Investments
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Carlson Investment Group was founded in 1989 to provide investment management services to institutions and individuals. The firm is registered under the Investment Advisers act of 1940 and is independently owned. Our portfolio management team has over 100 years of combined experience and is support... Read more
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Jay Mullins
President
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Daniel F Bednarczyk
Portfolio Manager
Kyle Fellers
Portfolio Manager / Relationship Manager
Kate Graham
Relationship & Portfolio Manager
Devin DaRosa
Trader and Account Administrator
Max Kemper
Investment Analyst @ Carlson Investments
Greg Partyka
Equity Analyst
Alan Rattee
Portfolio and Relationship Manager: Planning Specialist