Kyle Carlson

Kyle Carlson, CFP®, is a seasoned professional in the finance and investment sectors, currently serving as the Venture Portfolio and Commercialization Manager at SEI since June 2022 and holding a prior title as Director of Financial Advisor Business Intelligence & Strategy. Previous roles include Chief Exploration Officer at Alternative Commute, Strategy & Development for Financial Advisor Services at Vanguard, and Associate in Investment Management at Goldman Sachs. Carlsons's military background includes service as an Army Officer in the US Army. An educational foundation in management and systems engineering was established with a Bachelor's degree from the United States Military Academy at West Point, followed by a Master's degree in Business Administration from the University of Notre Dame.