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Carlson Investments Employee Directory

Investment ManagementNew Hampshire, United States11-50 Employees

Carlson Investments is an investment management firm based in Concord, New Hampshire, established in 1989 to provide investment management services to institutions and individuals. It operates as an independently owned registered investment adviser under the Investment Advisers Act of 1940. The firm relies on a portfolio management team with more than a century of combined experience to guide client portfolios. A supporting group of professionals focuses on client service, account administration, research, and trading to back investment decisions.

The organization serves a mid-sized client base in the investment management space, combining experienced portfolio management with a dedicated service team for both institutions and individuals.

Find Carlson Investments employees' phone numbers or email addresses

Carlson Investments Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Carlson Investments's Leadership

  • Financial Assistance at Carlson Investments
    D. C.
    Financial Assistance
    Mobile Phone

Carlson Investments Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Entrepreneurship
  • Other
  • Support

Contact profiles from Carlson Investments

Name
Title
Contact
Location
Last Update
  • Financial Assistance at Carlson Investments
    D. C.
    Financial Assistance
    Mobile Phone
    United Kingdom, London
    Jun 03, 2026

Frequently Asked Questions

What is Carlson Investments known for?

Minus sign iconPlus sign iconCarlson Investments was founded in 1989 and operates in the Investment Management industry. You can contact Carlson Investments's main corporate office by phone at
+1-603-224-****
. Explore Carlson Investments's company overview page for more information.

What is Carlson Investments's most common email format?

Minus sign iconPlus sign iconCarlson Investments employees' email format typically follows the pattern of First@carlsoninvest.com. Trying to find reliable and up-to-date employee contact data? Find more Carlson Investments email formats with LeadIQ.

How many employees does Carlson Investments have currently?

Minus sign iconPlus sign iconCarlson Investments has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Carlson Investments's key employees and leadership?

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As of August 2026, Carlson Investments's key employees include:

  • Financial Assistance: D. C.

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