Carl is the CIO and Portfolio Manager for GROW Funds LLC and has over 30 years of investment management experience. Prior to launching GROW, Carl was a Principal and Portfolio Manager at Wall Street Associates ($3 billion in AUM), where he was responsible for Micro, Small and Mid-Cap investment strategy and was a member of the investment management team for 12 years. Additionally, under the Wall Street Umbrella, Carl was involved with two hedge funds; Vallum Investment Partners, L.P. from 2010 – 2012 as a founder and portfolio manager, and GEM Capital Partners, L.P. from 2003 – 2005 as the sole analyst. Before joining Wall Street Associates, Carl was an analyst and Portfolio Manager at Hokanson Capital Management (Aspiriant) for four years and an Analyst at William O'Neil & Company (publisher of Investors Business Daily) for four years.
Carl is a CFA charter holder and served on the Board of Directors for the CFA Society of San Diego as the Education Chair for many years. He earned a Bachelor of Business Administration degree from the University of San Diego and a Master of Science in Finance degree from San Diego State University. He has served as Endowment Chair for a local private school and is currently an adjunct graduate and undergraduate professor at the University of San Diego teaching Ethics, Financial Markets and Institutions, Introduction to Hedge Funds, Investments, and Financial Management.
He is currently on the investment committee for Sharp HealthCare and on the board and investment committee for The Rancho Santa Fe Foundation.