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David Carroll

As SVP Portfolio Manager, Mr. Carroll is a member of the Investment Strategy Group, which crafts the firm’s investment strategy, approves investment managers and monitors research efforts. He is responsible for implementing policy decisions into the investment portfolios of individual clients as well as foundations and endowments.

Experience

  • Mr. Carroll has over 35 years of experience in the investment arena
  • Prior to joining Johnson Financial Group, he was a Senior Portfolio Manager with JPMorgan Private Client Services
  • Additional investment experience includes trading distressed securities for Cargill and managing high yield bond funds for AAL Capital Management and Fortis Advisors.

Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.

Ask Me About

  • Wealth Strategy
  • Estate Planning
  • Retirement and Financial Planning

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