Dan Carlson
Chief Executive Officer at VS Trust
Profile
Daniel Howard Carlson is the founder of Tidal Investments LLC, which was founded in 2012.
He held the title of Chief Financial Officer at Tidal Investments LLC from 2012 to 2024.
Currently, Mr. Carlson is the Chief Executive, Financial & Accounting Officer at VS Trust.
In the past, he worked as a Vice President at Macquarie Investment Management Business Trust from 1995 to 2003.
He also served as the Chief Marketing Officer at Avatar Associates from 2008 to 2011.
Additionally, Mr. Carlson held positions as Principal at Lincoln Financial Distributors, Inc., Buck Global LLC, and Harris Bank.
He obtained his undergraduate degree from the University of Illinois in 1997.
Dan Carlson active positions
| Companies | Position | Start |
|---|---|---|
VS Trust
 VS Trust Investment Trusts/Mutual FundsMiscellaneous VS Trust operates as a trust. It intends to provide daily investment results, before fees and expenses, that correspond to the performance of a particular index or benchmark for a single day. The company is headquartered in Mount Kisco, NY. | Chief Executive Officer | - |
Former positions of Dan Carlson
| Companies | Position | End |
|---|---|---|
Tidal Investments LLC
 Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Founder | 2024-02-29 |
Avatar Associates
 Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Sales & Marketing | - |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Corporate Officer/Principal | 2003-09-29 |
Buck Global LLC
 Buck Global LLC Miscellaneous Commercial ServicesCommercial Services Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Harris Bank
 Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Corporate Officer/Principal | - |
Training of Dan Carlson
| University of Illinois | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Avatar Associates
Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
Buck Global LLC
Buck Global LLC Miscellaneous Commercial ServicesCommercial Services Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY. | Commercial Services |
Tidal Investments LLC
Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Finance |
Lincoln Financial Distributors, Inc.
 Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Finance |
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Finance |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
VS Trust
VS Trust Investment Trusts/Mutual FundsMiscellaneous VS Trust operates as a trust. It intends to provide daily investment results, before fees and expenses, that correspond to the performance of a particular index or benchmark for a single day. The company is headquartered in Mount Kisco, NY. | Miscellaneous |
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