Chip, or more formally, Charles vK., Carlson is in many ways the embodiment of the Greenspring Fund's consistency. He's a Baltimore native and lifelong resident of the area, including his time spent studying at the prestigious Johns Hopkins University. He joined Corbyn Investment Management as an analyst right out of college in 1983 and is still there today, although now he's chairman of the board and president of the employee-owned firm. He's been involved with the Greenspring Fund since its inception, shortly after he joined the firm. Although his original duties were limited to analysis, he gradually took on more and more responsibility for the fund and became portfolio co-manager in 1987, a year after he received his CFA designation. "People weren't as formal with designations back then," he recalls. By 1992 he had taken full responsibility for the fund's management. "I work very much in conjunction with our other staff here of analysts and traders," he says. "I'm the one who makes the final decisions, but it's very much a group effort."
If you’re thinking of changing broker-dealers, you owe it to yourself to read this article that covers all major aspects of the transition process.
This White Paper outlines the immediate actions firms can take to correct outdated and costly supervision procedures.
As an investment professional, video marketing can be a very powerful tool that you can utilize to enhance your practice.
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.
Aug 24, 2016
Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with...