Ken Carlson
Verified
A seasoned investment professional with over 20 years of experience in managing a variety of affluent clients: Investment Management, 401k/Pension, Trust and Institutional relationships (Hospitals, Universities, Municipalities, Foundations/Non-For-Profit accounts). Fluent in a Cash Management, Equities, Fixed Income, and Alternative Investments. Proactive in making tactical asset allocation rebalances based upon various economic and global market conditions. Demonstrating exceptional service, relationship building skills and team work in satisfying client’s needs with a can do attitude!