Carl has over 12 years of experience in the financial industry serving as a portfolio manager, research analyst, and trader for wealth management firms emphasizing growth investing, multi-asset portfolios, strategies managed in-house, and external manager research in public and private markets. He enjoys helping people find interesting investment ideas wherever they may be, construct better portfolios while being mindful of the risk characteristics and tax efficiency, and manage around a low-cost basis or other individual positions subject to tax planning constraints. Prior to joining Whalen Financial, Carl was a Portfolio Manager with HCR Wealth Advisors and Miracle Mile Advisors and a Res