Profile
Mr. Carlson's career encompasses over two-decades of investment management experience, including leadership positions at Liberty Investment Management of Tampa, Florida, a multi-billion dollar institutional equity manager, where he was Senior Vice President and Chairman of the Investment Committee; and Eagle Asset Management of St. Petersburg, Florida, the predecessor of Liberty, where he was Senior Vice President.
Immediately prior to joining Biscayne Advisors, He worked with a boutique investment partnership based in St. Petersburg, Florida.
His career began in 1983 as an equity research analyst in Milwaukee, Wisconsin.
Mr. Carlson received his B.B.A.
in Finance from the University of Wisconsin - Madison in 1981 and his M.B.A.
in Finance from the University of Wisconsin - Madison in 1982.
He has earned the Chartered Financial Analyst designation and has been a member of the CFA Institute and its predecessors since 1986.
Former positions of John E. Carlson
| Companies | Position | End |
|---|---|---|
Biscayne Advisors, Inc.
 Biscayne Advisors, Inc. Investment ManagersFinance Biscayne Advisors, Inc. is an alternative investment firm founded in 1986 and based in Dallas, Texas with an office in Key Biscayne, Florida. Biscayne Advisors is a subsidiary of Walton Johnson Group, Inc. Their clients are institutions and high-net worth individuals. | Chief Investment Officer | 2006-12-31 |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Corporate Officer/Principal | - |
Liberty Investment Management, Inc.
 Liberty Investment Management, Inc. Investment ManagersFinance Part of The Goldman Sachs Group, Inc., Liberty Investment Management, Inc. is an investment management firm. The private company is based in Tampa, FL. Liberty Investment Management was acquired by The Goldman Sachs Group, Inc. on October 24, 1996 for $60 million. | Corporate Officer/Principal | - |
Training of John E. Carlson
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Biscayne Advisors, Inc.
Biscayne Advisors, Inc. Investment ManagersFinance Biscayne Advisors, Inc. is an alternative investment firm founded in 1986 and based in Dallas, Texas with an office in Key Biscayne, Florida. Biscayne Advisors is a subsidiary of Walton Johnson Group, Inc. Their clients are institutions and high-net worth individuals. | Finance |
Liberty Investment Management, Inc.
Liberty Investment Management, Inc. Investment ManagersFinance Part of The Goldman Sachs Group, Inc., Liberty Investment Management, Inc. is an investment management firm. The private company is based in Tampa, FL. Liberty Investment Management was acquired by The Goldman Sachs Group, Inc. on October 24, 1996 for $60 million. | Finance |
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Finance |
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