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David Gerard Carroll
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Profile
David Gerard Carroll worked as a Senior Vice President & Senior Portfolio Manager at Johnson Wealth, Inc. from 2013 to 2016.
Prior to that, he was a Senior Vice President & Senior Portfolio Manager at Cleary Gull, Inc. from 2010 to 2016.
He also worked as a Principal at Cargill, Inc. and Fortis Advisers, Inc. (Minneapolis), and as a Senior Portfolio Manager at J.P.
Morgan & Co., Inc. (Old).
Mr. Carroll earned an undergraduate degree and an MBA from the University of Minnesota.
Former positions of David Gerard Carroll
| Companies | Position | End |
|---|---|---|
Johnson Wealth, Inc.
 Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth focuses on the purpose of the client’s assets in developing investment strategies and primarily uses an investment approach that is long-term in focus and centered on asset allocation. | Portfolio Manager-Fixed Income | 2016-06-01 |
Cleary Gull, Inc.
 Cleary Gull, Inc. Investment ManagersFinance Cleary Gull provides discretionary investment advice primarily with respect to mutual funds, ETFs, fixed income securities, and non-traditional (complementary or alternative) investment vehicles, such as registered mutual funds and ETFs that have alternative strategies, hedge funds, private equity, REITs, and closed-end funds. The firm primarily uses a long-term investment approach that focuses on asset allocation. Cleary Gull generally recommends investments with the intent that they will be held long term. | Portfolio Manager-Equities | 2016-04-30 |
Cargill, Inc.
 Cargill, Inc. Wholesale DistributorsDistribution Services Distributes agricultural commodities, animal feeds and food products | Corporate Officer/Principal | - |
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | - |
Fortis Advisers, Inc. (Minneapolis) | Corporate Officer/Principal | - |
Training of David Gerard Carroll
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
4
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Cargill, Inc.
Cargill, Inc. Wholesale DistributorsDistribution Services Distributes agricultural commodities, animal feeds and food products | Distribution Services |
Fortis Advisers, Inc. (Minneapolis) | Finance |
Cleary Gull, Inc.
Cleary Gull, Inc. Investment ManagersFinance Cleary Gull provides discretionary investment advice primarily with respect to mutual funds, ETFs, fixed income securities, and non-traditional (complementary or alternative) investment vehicles, such as registered mutual funds and ETFs that have alternative strategies, hedge funds, private equity, REITs, and closed-end funds. The firm primarily uses a long-term investment approach that focuses on asset allocation. Cleary Gull generally recommends investments with the intent that they will be held long term. | Finance |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Johnson Wealth, Inc.
Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth focuses on the purpose of the client’s assets in developing investment strategies and primarily uses an investment approach that is long-term in focus and centered on asset allocation. | Finance |
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