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Grant Engelbart Cfa

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Grant Engelbart Cfa

Vice President, Investment Strategist | Carson Group

Omaha, Nebraska, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Grant Engelbart Cfa

Work Experience

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Vice President, Investment Strategist at

Carson Group

July 2023 - Present

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Deputy Chief Investment Officer - ETF Solutions at

Orion Advisor Solutions, LLC

December 2020 - July 2023

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Portfolio Manager at

Cls Investments

December 2013 - December 2020

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Senior Portfolio Manager and Director of Research at

Cls Investments

August 2018 - December 2020

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Research/Portfolio Analyst at

Cls Investments

June 2012 - December 2013

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Trading Team at

Cls Investments

November 2009 - June 2012

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Mutual Fund Accountant at

State Street

July 2009 - November 2009

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Brokerage Operations Intern at

Td Ameritrade

May 2007 - August 2007

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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

mail

**********@brinkercapital.com

***************@clsinvest.com

**********@carsongroup.com

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