Brett Carson, CFA

Director of Research

(402) 691-4490
[email protected]

Our partner, Carson Institutional’s Director of Research, Brett Carson, is directly responsible for managing several of our strategies, including Perennial Growth, Long Term Trend and Write Income. Additionally, the Research department conducts thorough analyses of companies to identify undervalued stocks that carry attractive upside potential.

Brett graduated from the University of Nebraska - Lincoln and immediately moved to Baltimore to work as an Analyst for a firm that provided research on small-to-mid cap companies for mutual funds and hedge funds. After working for that firm for 12 years, Brett joined the Carson team to pursue his career goal of becoming a Portfolio Manager. Brett became a CFA charter holder in 2005.

While Brett and his wife love to travel (Brazil, Russia, Peru, Vietnam, Costa Rica, Spain), their new passion is their son, Charlie. Brett is also an avid sports and music fan and loves to golf and go to concerts.

Getting to know Brett

Favorite food: Rack of lamb

Favorite movie: Momento

Favorite quote: “Not everything that counts can be counted, and not everything that can be counted counts.” - Einstein

Favorite holiday: College football Saturdays

Something on Brett’s bucket list: To go on an African safari

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite, to provide information on a topic that may be of interest. FMG Suite is a separate entity from CWM, LLC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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