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Glenn R. Carlson, CFA 

Chief Executive Officer 

 

Glenn, a limited partner of the firm’s parent company, serves as chief executive officer and is a member of the firm’s Executive Committee. As an Executive Committee member, he contributes to strategic decisions and setting the firm’s objectives. As CEO, he is responsible for managing the business toward those objectives. In addition, he contributes to the investment process as a member of the Investment Oversight Committee and as a voting member of the Large Cap Investment Committee. He serves as a senior institutional portfolio manager for a limited number of client relationships and oversees the Portfolio Management/Client Services department. Glenn earned his BA from the University of California, San Diego. He is a member of the CFA Society of San Diego and has 28 years of investment experience.
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