Daniel Howard Carlson

Co-Founder & Chief Financial Officer at Toroso Investments LLC

Daniel Howard Carlson

Daniel Howard Carlson

Co-Founder & Chief Financial Officer at Toroso Investments LLC

Overview
Career Highlights

Toroso Investments LLC

RelSci Relationships

220

Number of Boards

1

Relationships
RelSci Relationships are individuals Daniel Howard Carlson likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Employee, Senior Executive at Nations Bank Corp.

Relationship likelihood: Strong

Co-Founder & CIO at Toroso Investments LLC

Relationship likelihood: Strong

Managing Partner & Chief Executive Officer at Toroso Investments LLC

Relationship likelihood: Strong

Chief Innovation Officer at Global X Management Co. LLC

Relationship likelihood: Strong

Co-Founder at Global X Management Co. LLC

Relationship likelihood: Strong

Founder at PanMar Capital LLC

Relationship likelihood: Strong

Director at Toroso Investments LLC

Relationship likelihood: Strong

Chief Investment Officer at Wealthfront, Inc.

Relationship likelihood: Strong

Managing Partner at Toroso Investments LLC

Relationship likelihood: Strong

Co-Leader at Avila Camargo Advisory Group

Relationship likelihood: Strong

Paths to Daniel Howard Carlson
Potential Connections via
Relationship Science
You
Daniel Howard Carlson
Co-Founder & Chief Financial Officer at Toroso Investments LLC
Education
Class of 1997

The University of Illinois at Urbana–Champaign is a public research-intensive university in the U.S. state of Illinois. It is the flagship campus of the University of Illinois system. The University of Illinois at Urbana–Champaign is the second oldest public university in the state (after Illinois State University), and is a founding member of the Big Ten Conference. It is considered a Public Ivy and is a member of the Association of American Universities.

Career History
Co-Founder & Chief Financial Officer
2012 - Current

Toroso Investments LLC is an American private company located in Massapequa, NY, that provides investment advice. The firm was founded in 2012 by Larry Arthur Medin, Daniel Howard Carlson and Michael Jeremy Venuto. Guillermo Trias is currently the CEO of the company. On its website, the firm says this about itself: Founded in 2012, Toroso Investments, LLC is an asset management and research firm doing business as Toroso Asset Management, dedicated to researching, managing and launching strategies within the expanding ETF universe; and a consulting platform doing business as Tidal Growth Consultants, dedicated to unlocking the growth potential of other RIAs and ETF issuers. Launched by a group of finance thought leaders who have been designing, marketing, distributing, and utilizing ETFs for years, Toroso is now leading the sector with unparalleled ETF expertise and an analytical platform that is leveraged for servicing investors, Financial Advisors and ETF issuers around the world.

Chief Marketing Officer
2008 - 2011

Momentum Investment Partners' product offerings include overlay, managed 401k, balanced, defensive equity and core equity. The firm customizes their products to meet individual client objectives using a process that employs quantitative, top-down, macroeconomic models. Their asset allocation model is a carefully calibrated, objective measure of economic factors and market trends. It is based on the fundamental premise that liquidity is the key force in driving stock and bond markets.Momentum Investment Partners' equity portfolios include a mixture of stocks and cash equivalents. They select stocks that demonstrate the ability to grow earnings in the future but are relatively undervalued today. To find these companies, the firm combines computer-driven quantitative research and qualitative research. Stocks are chosen through the equity selection process described above. For bonds, Momentum Investment Partners concentrates on US government and agency issues, avoiding the risks associated with corporate debt. Portfolio managers actively adjust maturity and duration and tailor their holdings using bullet, barbell or ladder strategies, based on current bond market research and analysis.Momentum Investment Partners' sell discipline requires them to sell a stock or bond under the following conditions: (1) asset allocation requires reduced market exposure (2) stock fundamentals or bond relative values deteriorate or (3) the stop-loss point is reached for any given stock.

Vice President
1995 - 2003

Macquarie Investment Management Business Trust (MMBT) maintains a flexible strategy designed to conform with various clients’ individual investment objectives, whether such objectives are growth, total return, current income, tax-exempt income, asset allocation, international or global, or stability of principal. In addition, a portfolio manager will generally consider the composition of the relevant benchmark index, as well as the composition of portfolios within a competitive peer group when constructing the portfolio for a fund. This method is designed to minimize both excessive volatility within the portfolio and wide divergence in performance versus the market in a given investment style or mandate, while seeking to produce consistently above average long-term performance. MMBT manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. They invest in growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects using fundamental analysis with a bottom-up approach.

Boards & Committees
Director
Tenure Unconfirmed

Toroso has three primary outcome-oriented investment strategies for their separately managed account clients including Wealth Preservation Series; Target Income Series; and Growth Series.

Transactions
Details Hidden

Toroso Investments LLC raised money in a private placement transaction

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Daniel Howard Carlson. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Daniel Howard Carlson's profile does not indicate a business or promotional relationship of any kind between RelSci and Daniel Howard Carlson.