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Richard Carl Habermann
Portfolio Manager-Equities at
D. L. Carlson Investment Group, Inc.
Profile
Mr. Richard C.
Habermann, Jr., is a Portfolio Manager at D.
L.
Carlson Investment Group, Inc. (DLC) He joined the firm in late 2012.
For over 20 years, he shared his research ideas with the DLC portfolios managers from his positions in institutional brokerage.
He manages the technology, consumer discretionary, communication services and energy sectors while keeping the entire All-Cap Equity portfolio in sync with the markets, key trends and themes.
He has over 25 years investment experience.
Mr. Habermann initially being introduced to the firm at Fidelity Capital Markets in 1991.
He earned a B.A. in History from St. Lawrence University.
Richard Carl Habermann 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. | Portfolio Manager-Equities | 01/01/2012 |
Former positions of Richard Carl Habermann
| Companies | Position | End |
|---|---|---|
Miller Tabak + Co. LLC
 Miller Tabak + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/03/2008 |
Fulcrum Global Partners LLC
 Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Corporate Officer/Principal | 01/09/2004 |
National Financial Services LLC (Trading Arm)
 National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2002 |
Training of Richard Carl Habermann
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
90
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
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 |
Fulcrum Global Partners LLC
Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Finance |
Miller Tabak + Co. LLC
Miller Tabak + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Finance |
St. Lawrence University
 St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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