Charles Brian Carlson

Chief Executive Officer at

Horizon Investment Services LLC

66 year

Consumer Services

Finance

Profile

Mr. Charles B. Carlson, CFA MBA, is Chief Executive Officer & Portfolio Manager at Horizon Investment Services LLC.
He joined the firm in 1997.
He received his undergraduate degree from Northwestern University and an MBA from The University of Chicago.

Charles Brian Carlson active positions

Companies	Position	Start
Horizon Investment Services LLC Horizon Investment Services LLC Investment ManagersFinance Horizon seeks to maximize the total return of clients’ portfolios while maintaining a risk profile consistent with their investment objectives by focusing on attractively valued stocks that the firm believes have the potential to beat Wall Street’s expectations. When appropriate, they will also include bonds, bond funds, exchange-traded funds (ETFs), and stock funds in client portfolios. The firm’s strategy is to consistently and relentlessly search for the best 12-month picks based on their Quadrix-driven system of finding growth at a good price.	Chief Executive Officer	01/01/1997

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Private companies	3
Horizon Investment Services LLC Horizon Investment Services LLC Investment ManagersFinance Horizon seeks to maximize the total return of clients’ portfolios while maintaining a risk profile consistent with their investment objectives by focusing on attractively valued stocks that the firm believes have the potential to beat Wall Street’s expectations. When appropriate, they will also include bonds, bond funds, exchange-traded funds (ETFs), and stock funds in client portfolios. The firm’s strategy is to consistently and relentlessly search for the best 12-month picks based on their Quadrix-driven system of finding growth at a good price.	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services