As managing director, portfolio strategist for Rydex|SGI's asset allocation and target beta fund line-up, Carl provides strategic guidance with respect to product management, new business development and product-line profitability within the institutional marketplace.
With more than 17 years of experience in the financial services industry, Carl is frequently called upon to provide industry expertise on the topics of asset allocation, ETF investment strategies and marketing and distribution strategy.
Prior to this role, Carl served as National Sales Manager of ETF and Institutional sales, where he was responsible for managing ETF distribution resources throughout the firm. Carl began his career as a variable trust wholesaler, where he managed the sales of variable trust funds and variable annuity partnerships. He also worked in a national sales manager capacity for specialty sales distribution.
Prior to joining the firm, he worked in several capacities at Fidelity Investments.
He received a bachelor’s degree in business from Austin College in Texas and an MBA from The University of Dallas and holds FINRA series 6, 7, 24 and 63 licenses.