OUR TEAM
Education:
B.A. – University of Wisconsin – Madison (Finance)
B.A. – University of Wisconsin – Madison (Finance)
Past Experience:
Strong Capital Management
Northern Capital Management
Dave Carlsen, CFA
Portfolio Manager
Dave joined KCM in 2004 as a portfolio manager and has 31 years of professional investment experience. From 2000 to 2004, Dave worked at Strong Capital Management as a Senior Equity Research Analyst. From 1992 to 2000, he worked at Northern Capital Management as an Investment Analyst.
At KCM, Dave works with growth equity portfolios, and his focus is on companies in all market sectors, with competitive advantages and durable growth opportunities derived from innovation.
Dave received a B.S. in Finance from the University of Wisconsin – Madison. He also holds the Chartered Financial Analyst designation.