Kathleen A. Carlson, CFA
- Managing Partner
- Responsible for bond and mutual fund selection strategies
- 20+ years experience security analysis and portfolio management
- CFA Institute member
- Dayton Society of Financial Analysts member
- Served on the Board of Directors for:
- Premier Health Partners
- Dayton Development Coalition
- YWCA of Dayton
- Chartered Financial Analyst
- MBA from Wright State Univeristy
- Undergraduate: University of Dayton, B.S. in Economics and Finance, Magna Cum Laude
