Charles R. Carroll

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Finance

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Profil

Prior to joining Inlign Wealth Management now GenSpring in 2005, Mr. Carroll was Director of Research at JPMorgan Private Client Services ("PCS") from 2002-2005, where he managed a team responsible for evaluating and monitoring the third-party investment managers and mutual funds offered to PCS clients nationwide.
His role also included developing asset allocation models used by the PCS Practice.
Prior to 2002, Mr. Carroll was a Senior Manager at Arthur Andersen LLP (“Andersen”).
He was a member of the team responsible for investment manager selection, asset allocation strategies and the development of other tools and resources used within Andersen’s Investment Advisory Services practice.
Mr. Carroll holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Public Accountant (CPA) designations.
He received a Bachelor of Business Administration degree from the University of Wisconsin-Madison.

Ehemalige bekannte Positionen von Charles R. Carroll

Unternehmen	Position	Ende
GFO Advisory Services LLC GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.	Corporate Officer/Principal	31.12.2009
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.	Corporate Officer/Principal	-

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Ausbildung von Charles R. Carroll

University of Wisconsin

Undergraduate Degree

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Private Unternehmen	2
GFO Advisory Services LLC GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.	Finance
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.	Commercial Services