Dave Carlsen, CFA

Dave Carlsen, CFA

OUR TEAM

Education:
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 30 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.

Years of Experience

Years at KCM

Bob Male, CFA

Bob Male, CFA

OUR TEAM

Education:
M.B.A. – Southern Methodist University
B.S. – University of Kansas (Business Admin)

Past Experience:
USAA
Waddell & Reed

Bob Male, CFA

Portfolio Manager

Bob joined KCM in 1997 and has 36 years of professional investment experience. From 1991 to 1997, Bob worked at USAA as a Senior Equity Analyst.

At KCM, Bob works with equity portfolios, and his focus areas include leisure, financial services, and retail.

Bob received a B.S. from the University of Kansas and an M.B.A. from Southern Methodist University. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM