Parker Carlson & Johnson Investment Management
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About Us

Kathleen A. Carlson, CFA

  • Managing Partner
  • Responsible for bond and mutual fund selection strategies
  • 30+ years experience security analysis and portfolio management
  • CFA Institute member
  • Dayton Society of Financial Analysts member
  • Serves on the Board of Directors for:
    • Premier Health Partners
    • Dayton Montgomery County Scholarship Program
    • Dayton Area Graduate Studies Institute
    • Miami Valley Research Park
  • Chartered Financial Analyst
  • MBA from Wright State Univeristy
  • Undergraduate: University of Dayton, B.S. in Economics and Finance, Magna Cum Laude

 

Sandy Pierce - Jim Johnson - Amy Barker - Kathleen Carlson

Administrative Staff
Nancy Grile - Client Services Manager
Jill Henry - Accounting & Compliance Manager
Linda Bermick - Operations Accounting Assistant
Dana Howard - Client Services Administrator