Carlson Investments Information
Contact top employees from
Carlson Investments
Summary
Carlson Investments is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Concord, New Hampshire, USA. The Carlson Investments annual revenue is estimated at < 1M. To connect with Carlson Investments employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Customized portfolios for high net worth and institutional investors.
DMA Code
Greater Boston
Founded
1989
Operating Status
Independent Company
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Carlson Investments shows a diverse range of experience levels:
8% have been with the company for less than 1 year8% for 1–2 years17% for 3–4 years17% for 5–7 years17% for 8–10 years33% have over 11 years of service at Carlson InvestmentsContact top employees from
Carlson Investments
Kate Graham
Relationship & Portfolio Manager
Kristina Regan
Portfolio Manager & Financial Planning Specialist
Daniel Bednarczyk
Portfolio Manager
Lenore Higgins
Operations and IT
Kyle Fellers
Portfolio Manager / Relationship Manager
Steve Larkin
Operations Manager
Diane Lupi
Marketing and Account Administrator
Max Kemper
Investment Analyst @ Carlson Investments
Devin DaRosa
Trader and Account Administrator
Jennifer Johnsrud
Portfolio Manager
Greg Partyka
Equity Analyst
Alan Rattee
Financial Advisor: Planning Specialist
Nathaniel Doherty
Summer Analyst
Savitri Carlson
Owner/Property Manager
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FAQ
Carlson Investments operates in the Financial Services industries. More details can be found on the official website: carlsoninvest.com.
The headquarters of Carlson Investments are located in Concord, United States.
You can contact Carlson Investments by phone at (603) 224-5977.
Carlson Investments currently employs 10-50 people.
Carlson Investments's revenue is approximately < 1M.
