Grant Engelbart, CFA

Vice President, Investment Strategist at Carson Group
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Contact Information
us****@****om
(386) 825-5501
Location
Omaha, Nebraska, United States, US
Skills

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Bio

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Credentials

  • Certificate in Blockchain and Digital Assets
    Digital Assets Council of Financial Professionals
    Jan, 2022
    - Nov, 2024
  • Certificate in Sustainable and Responsible Investing
    Candriam
    Dec, 2021
    - Nov, 2024
  • Chartered Alternative Investment Analyst (CAIA) Charterholder
    CAIA Association
    Jan, 2016
    - Nov, 2024
  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Jan, 2014
    - Nov, 2024
  • Series 65 License
    FINRA
    Dec, 2010
    - Nov, 2024

Experience

  • Carson Group
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Vice President, Investment Strategist
      • Jul 2023 - Present

  • Orion
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Senior Portfolio Manager (Brinker Capital Investments)
      • Dec 2020 - Jul 2023

      ETF Solutions ETF Solutions

  • CLS Investments, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Portfolio Manager and Director of Research
      • Aug 2018 - Dec 2020

    • Portfolio Manager
      • Dec 2013 - Dec 2020

    • Research/Portfolio Analyst
      • Jun 2012 - Dec 2013

    • Trading Team
      • Nov 2009 - Jun 2012

      Various Positions - Trading Specialist, Portfolio Administrator, and Operations Project Manager

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Mutual Fund Accountant
      • Jul 2009 - Nov 2009

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Brokerage Operations Intern
      • May 2007 - Aug 2007

Education

  • University of Nebraska-Lincoln
    Bachelor of Business Administration (BBA), Finance
    2005 - 2009

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