About Us

Jay enjoys directing the overall strategy of DLC and the day-to-day management of the Portfolio Managers. Upon joining DLC in 2001, Jay is directly responsible for his own group of clients, as well as overseeing all client portfolios as the Chief Investment Officer (CIO). Jay earned a B.S. in Economics from the Wharton School of Business at the University of Pennsylvania and achieved his Juris Doctor from Western New England College. Jay is also a CFA® charter holder with the CFA Institute. With over thirty years’ experience in the financial services industry, his extensive work history includes firms such as Travelers Insurance Company and PaineWebber/UBS. Jay is fortunate to have tremendous passion and pride in his work.

Jay is currently the Treasurer of the Concord Regional VNA and on the Investment Committee for the First Church of Hopkinton NH.  He was formerly on the Board of Directors and Investment Committee of the Circle Program and is a former Trustee of Canterbury Shaker Village.

Jay enjoys competitive downhill skiing, golfing, hiking, and traveling with his family.

Sandy joined DLC in late 2012.  For over twenty years, he shared his research ideas with the DLC portfolio managers from his positions in institutional brokerage after initially being introduced to the firm at Fidelity Capital Markets in 1991.  Sandy manages the technology, consumer discretionary, communication services, and energy sectors while keeping the entire All-Cap Equity portfolio in sync with the markets, key trends, and themes.  Sandy earned a B.A. in History from St. Lawrence University and has more than twenty-five years’ investment experience.

Sandy enjoys spending time with his wife and three children. He enjoys golf, skiing, and playing the guitar.

Daniel earned a Bachelor of Arts in Economics from the University of Southern Maine and an MBA from Suffolk University’s Sawyer Business School. Dan has over twenty years’ of experience in fixed-income portfolio management, research, and trading. Prior to joining D.L. Carlson Investment Group, Dan was an Assistant Vice President, Investment Officer with SBLI of Massachusetts and an Assistant Vice President, Fixed Income Trader with Essex Investment Management Company, LLC of Boston, MA.

Dan is a member of the Boston Securities Traders Association, the Market Technicians Association, and the National Federation of Municipal Analysts.

Dan’s interests include continuing professional studies, golfing, and travel with his wife.

Greg joined DLC in October, 2023. He previously worked as part of the Portfolio Advisory group at a Family Office in Boston, MA. At Carlson, Greg supports the All-Cap US Equity portfolio, with a focus on Utilities, Real Estate, and Financials sectors, while contributing to the review and development of the firm’s ETF model portfolios. Greg earned a B.A. in Mathematics and Economics from Hobart College.

In his free time, Greg enjoys spending time with friends/family, golf, and reading.

Kyle joined D.L. Carlson in early 2016 and assists clients with portfolio management and retirement planning. He also monitors Carlson’s model portfolios. Kyle has twenty-three years’ of investment experience. After earning his B.A. in History at the University of New Hampshire, Kyle began his career at Fidelity Investments and worked in several experience-building roles helping investors with retirement and investment guidance. His last role with Fidelity was as a portfolio specialist assisting the Wall Street, NY, office providing market insight and investment support to clients. 

Kyle has two children, Anna and Ian. Besides shuttling kids to and from soccer and baseball games, he enjoys skiing and Mountain Biking as well as spending time with friends and family on the lake.

Alan attended Hamilton College for four years where he earned a Bachelor of Arts degree in Economics, as well as being captain of the football team and President of Delta Upsilon fraternity. He was employed by Fidelity Investments prior to joining DLC in June 2022.

Alan enjoys going to the gym and watching movies in his free time. He currently lives in Northfield, NH and is excited to be joining the team!

Kate joined Carlson Investments in early 2025. She assists clients with portfolio management and retirement planning. A NH native, Kate graduated with honors from Barry University in Miami, FL with a B.A. in English – Professional Writing. She began her career in 2000 with Fidelity Investments where she supported NY based clients with retirement and investment planning for many years. She was most recently a product manager for Fidelity’s equity and fixed income separately managed accounts.

Kate has a daughter in college and a son in elementary school. When not cheering them on in sports, she and her family enjoy golf, lawn games, and time outdoors at their favorite spots in FL and Lake Sunapee NH.

Lenore joined DLC in 2007 and is directly responsible for managing and troubleshooting DLC’s technology systems, GIPS® compliance, and has general office manager responsibilities. Lenore earned a B.S. degree in Business Management from Granite State College.

Lenore enjoys spending time with her two granddaughters, hiking, beekeeping, and crocheting/knitting.

Jenny earned her B.A. in History at Lynchburg College. She started her career at Travelers Insurance as a benefits specialist in human resources. From there, she went on to higher education, working for Mount Holyoke College as the benefits manager. At DLC, Jenny is responsible for bookkeeping/financial reporting, compliance, and office coordination, as well as various special projects.

Jenny enjoys hiking, skiing, being outdoors, and spending time with her family.

Steve joined D.L. Carlson in late 2021 and is the Operations Manager running the firm’s trading and client service teams. Steve earned his bachelor’s degree in Economics at Iona College, New Rochelle, NY. He joins DLC with experience in back office operations, home office, and regional center support through an extensive career at Fidelity Investments for twenty-five years. His last role was as a Service Delivery Consultant supporting regional phone centers, as well as retail and institutional clients.

Steve has four children and four grandchildren. He enjoys fishing and playing guitar, but mostly spending time with his family.

Ruth joined DLC in 1992 after having worked with Dave Carlson for Bank East Trust Company. Ruth is directly responsible for multiple client service functions, including new account set up, processing disbursements/contributions, and handles many other requests made by clients. Ruth has over thirty-two years of experience in the financial industry after earning a B.A. in English from Wilson College and also has her MBA from Southern New Hampshire University.

In her free time, Ruth enjoys spending time with her three active grandchildren. She loves to hike, swim, read, write, and travel.

Lisa supports the operations team as a Client Service Specialist and is responsible for assisting clients and portfolio managers with account openings, transactional account needs, requests, and account maintenance. She has a broad range of experience in the financial industry spanning over 30 years. Before joining Carlson Investments, she worked for AG Edwards and Sons as a registered financial associate where she obtained her series 7 and 63. Lisa enjoys being a trusted resource for our clients and prides herself on providing a seamless and valued client experience.

Outside of work, Lisa enjoys traveling, gardening and spending time with family, friends and her granddaughter.

Anne comes to Carlson after 22 years in the gifting industry. She brings with her a fresh perspective and a strong willingness to learn. Having a strong foundation in customer service and fraud prevention, she is dedicated to providing every client with a secure and satisfying experience.

In her off-time, Anne enjoys attending her son’s basketball games, gardening and hiking with her husband and their dogs.

Devin joined Carlson in April, 2024. He previously worked as an Operations Associate at Loomis Sayles and Company in Boston, MA. Devin brings six years of experience in financial services. At Carlson Devin is responsible for all trading activities for both institutional and retail clients. He earned a B.S. in Business Administration from UMass Lowell.

In his free time, Devin enjoys fishing, going to the gym, and watching movies.

Diane joined DLC in 2006 as a Document Specialist.  She was primarily responsible for scanning, document maintenance, and recordkeeping.  Her responsibilities have evolved to include communication of marketing materials, preparation of client presentations, social media maintenance, as well as general account administration.  Diane worked in word processing at PricewaterhouseCoopers for over fifteen years prior to joining DLC.  She earned a B.A. in Retail Management and Merchandising as well as an A.S. in Information Processing.

Diane enjoys baking, knitting, and spending time outdoors.