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Grant Engelbart Cfa
Grant Engelbart Cfa
Vice President, Investment Strategist | Carson Group
Omaha, Nebraska, United States
Grant Engelbart Cfa
Summary
Grant Engelbart is a seasoned investment strategist with a robust background in alternative investments and asset management. Currently serving as the Vice President at Carson, he has amassed significant experience in portfolio management and financial analysis over the years. His career trajectory includes key roles at Orion and CLS Investments, where he honed his skills in investment advisory and ETF solutions. Recognized as one of the Top Ten Money Managers to Watch in 2018, Grant is known for his strategic insights and innovative approach to wealth management. He holds a Bachelor of Business Administration in Finance from the University of Nebraska-Lincoln. With a career spanning over a decade in the financial services industry, he has demonstrated a commitment to excellence and a passion for helping clients navigate complex investment landscapes.
Grant Engelbart Cfa
Work Experience
Vice President, Investment Strategist at
Carson Group
July 2023 - Present
Deputy Chief Investment Officer - ETF Solutions at
Orion Advisor Solutions, LLC
December 2020 - July 2023
Portfolio Manager at
Cls Investments
December 2013 - December 2020
Senior Portfolio Manager and Director of Research at
Cls Investments
August 2018 - December 2020
Research/Portfolio Analyst at
Cls Investments
June 2012 - December 2013
Trading Team at
Cls Investments
November 2009 - June 2012
Mutual Fund Accountant at
State Street
July 2009 - November 2009
Brokerage Operations Intern at
Td Ameritrade
May 2007 - August 2007
Grant Engelbart Cfa
Education
University of Nebraska-Lincoln, Bachelor Of Business Administration (Bba)
January 2005 - January 2009
Frequently Asked Questions about Grant Engelbart Cfa
What is Grant Engelbart Cfa email address?
Grant Engelbart Cfa's primary email address is **********@brinkercapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Grant Engelbart Cfa work for?
Grant Engelbart Cfa is a Vice President, Investment Strategist at Carson Group, a company specializing in Functions related to depository banking.
Where Grant Engelbart Cfa graduated from?
Grant Engelbart Cfa holds a degree in Finance from University of Nebraska-Lincoln.
How can I directly contact Grant Engelbart Cfa?
To contact Grant Engelbart Cfa directly, you can use the email address **********@brinkercapital.com. Complete contact information is available upon registration with Muraena.
Who is Grant Engelbart Cfa?
Grant Engelbart is a seasoned investment strategist with a robust background in alternative investments and asset management. Currently serving as the Vice President at Carson, he has amassed significant experience in portfolio management and financial analysis over the years. His career trajectory includes key roles at Orion and CLS Investments, where he honed his skills in investment advisory and ETF solutions. Recognized as one of the Top Ten Money Managers to Watch in 2018, Grant is known for his strategic insights and innovative approach to wealth management. He holds a Bachelor of Business Administration in Finance from the University of Nebraska-Lincoln. With a career spanning over a decade in the financial services industry, he has demonstrated a commitment to excellence and a passion for helping clients navigate complex investment landscapes.
Grant`s contact details
**********@brinkercapital.com
***************@clsinvest.com
**********@carsongroup.com
Colleagues
Vice President, Global Macro Strategist
Vice President, Global Macro Strategist
Vice President, Asset Allocation Strategist
Associate Vice President, Business Development
Vice President Mergers Acquisition
President
Vice President of Business Development
Vice President Mergers and Acquisitions
Vice President, Data & Analytics
Senior Vice President, Integrated Marketing