Greg Carlson

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Finance

Consumer Services

Profile

Mr. Gregory A. Carlson was previously employed as a Founder by Carlson Capital Management LLC, a Chief Executive Officer & Founder by Carlson Capital Management, Inc., a Principle by American Express Financial Services, a Principle by IDS Financial Services, Inc., and a Board Member by St. Olaf College.
He received his undergraduate degree from St. Olaf College.

Former positions of Greg Carlson

Companies	Position	End
Carlson Capital Management LLC Carlson Capital Management LLC Investment ManagersFinance CCM takes a structured, long-term approach to investing that is based on Modern Portfolio Theory and a factor-based investing. Managed portfolios are constructed using primarily open-ended mutual funds and exchange traded funds (ETFs). When appropriate, the firm will also utilize fixed income securities.	Chief Executive Officer	2024-02-29
American Express Financial Services	Corporate Officer/Principal	-
St. Olaf College St. Olaf College Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-
IDS Financial Services, Inc.	Corporate Officer/Principal	-
Carlson Capital Management, Inc. Carlson Capital Management, Inc. Investment ManagersFinance Operates as an investment advisory and wealth management firm	Chief Executive Officer	-

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Linked companies

Private companies	5
St. Olaf College St. Olaf College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
American Express Financial Services
IDS Financial Services, Inc.
Carlson Capital Management, Inc. Carlson Capital Management, Inc. Investment ManagersFinance Operates as an investment advisory and wealth management firm	Finance
Carlson Capital Management LLC Carlson Capital Management LLC Investment ManagersFinance CCM takes a structured, long-term approach to investing that is based on Modern Portfolio Theory and a factor-based investing. Managed portfolios are constructed using primarily open-ended mutual funds and exchange traded funds (ETFs). When appropriate, the firm will also utilize fixed income securities.	Finance