Profile
Mr. James R.
Mullins, CFA, is a President & Chief Investment Officer at D.
L.
Carlson Investment Group, Inc. He is directly responsible for the day to day operations at DLC and oversees all client portfolios as CIO, having joined DLC in 2001.
He has over 25 years experience in the financial services industry.
He previously worked at Travelers Insurance Company and Paine Webber/UBS.
He was formerly on the Board of Directors and Investment Committee of the Circle Program and is a former Trustee of Canterbury Shaker Village.
He earned a B.S.
in Economics from the Wharton School of Business at the University of Pennsylvania and also has his Juris Doctor from Western New England College.
He is currently a member of the Finance Committee at the VNA in Concord and the Investment Committee for First Church of Hopkinton NH.
Jay Mullins active positions
| Companies | Position | Start |
|---|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | President | 01/08/2001 |
Former positions of Jay Mullins
| Companies | Position | End |
|---|---|---|
Travelers Property Casualty Company of America
Travelers Property Casualty Company of America Insurance Brokers/ServicesFinance Provides homeowners and business insurance services | Corporate Officer/Principal | 31/12/1998 |
Training of Jay Mullins
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Western New England University
Western New England University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Travelers Property Casualty Company of America
Travelers Property Casualty Company of America Insurance Brokers/ServicesFinance Provides homeowners and business insurance services | Finance |
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