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Profile
Mr. Timothy J.
Carlson is a Chief Investment Officer at Missouri State Employees Retirement System.
Prior to starting his investment career, Mr. Carlson was an Infantry Sergeant/Squad Leader in the United States Marine Corps and Reserves.
Previously, he was the CIO of TMRS from 2013 to 2021, having built the investment team from six members to 26.
At TMRS, he established the Compliance and Operations Departments, formed a four-person Risk and Analytics team and created an internal data warehouse system that led to a 2018 Institutional Investor award for Technology User of the Year.
He previously served as the CIO for the West Virginia Investment Management Board, Marshfield Clinic in Wisconsin, and the Kentucky Retirement System.
He received an MBA from Drake University and a BA in Mass Communications from Grand View College.
TJ Carlson active positions
| Companies | Position | Start |
|---|
Former positions of TJ Carlson
| Companies | Position | End |
|---|---|---|
Kentucky Retirement Systems
 Kentucky Retirement Systems Investment ManagersFinance KRS’ equity investments include in domestic and international common stock, securities convertible into common stock and in preferred stock of publicly traded corporations. Fixed-income investments consist of publicly traded corporate bonds which selected and managed to assure an appropriate balance in quality with maturities consistent with current market and economic conditions. Investments may be made in any debt instrument issued or guaranteed by the US government or any agency or instrumentality of the US government. KRS may also invest in real estate mortgages on a direct basis or in the form of mortgage pool instruments guaranteed by an agency of the US government or the State of Kentucky. | President | 31/12/2013 |
Aon Investments USA, Inc.
 Aon Investments USA, Inc. Investment ManagersFinance AIUSA builds model portfolios based on the firm’s best thinking and analyses in accordance with clients’ investment policy guidelines. The firm advises clients on a broad range of investment objectives and the selection and monitoring of investment advisers/managers. | Corporate Officer/Principal | - |
Marshfield Clinic, Inc.
 Marshfield Clinic, Inc. Hospital/Nursing ManagementHealth Services Owns and operates hospitals | Portfolio Manager-Equities | 01/04/2009 |
West Virginia Investment Management Board
 West Virginia Investment Management Board Investment ManagersFinance WVIMB invests the State’s assets in State and local government funds such as insurance and risk pool funds, endowment funds, municipal pensions and trust funds. Each of these entities is referred to as a Participant Plan. They seek to achieve a specified real rate of return by employing an investment strategy that utilizes an appropriate long-term diversified asset allocation model. Investments are diversified by asset class, geography/country, industry and maturity. | Portfolio Manager-Fixed Income | 01/05/2000 |
United States Marine Corps
 United States Marine Corps SovereignGovernment Provides marine armed force services | Corporate Officer/Principal | 01/06/1991 |
Training of TJ Carlson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
72
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Kentucky Retirement Systems
Kentucky Retirement Systems Investment ManagersFinance KRS’ equity investments include in domestic and international common stock, securities convertible into common stock and in preferred stock of publicly traded corporations. Fixed-income investments consist of publicly traded corporate bonds which selected and managed to assure an appropriate balance in quality with maturities consistent with current market and economic conditions. Investments may be made in any debt instrument issued or guaranteed by the US government or any agency or instrumentality of the US government. KRS may also invest in real estate mortgages on a direct basis or in the form of mortgage pool instruments guaranteed by an agency of the US government or the State of Kentucky. | Finance |
Marshfield Clinic, Inc.
Marshfield Clinic, Inc. Hospital/Nursing ManagementHealth Services Owns and operates hospitals | Health Services |
Drake University
 Drake University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Grand View University
 Grand View University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
West Virginia Investment Management Board
West Virginia Investment Management Board Investment ManagersFinance WVIMB invests the State’s assets in State and local government funds such as insurance and risk pool funds, endowment funds, municipal pensions and trust funds. Each of these entities is referred to as a Participant Plan. They seek to achieve a specified real rate of return by employing an investment strategy that utilizes an appropriate long-term diversified asset allocation model. Investments are diversified by asset class, geography/country, industry and maturity. | Finance |
Iowa Public Employees Retirement System
 Iowa Public Employees Retirement System Investment ManagersFinance IPERS-covered employees and employers contribute money to IPERS to fund retirement benefits. The firm invests the contributions and holds the investment income in a trust fund for the exclusive purpose of paying benefits to IPERS members and their beneficiaries. Investment income represents approximately 70% of the funds that pay retirement benefits. The Investment Board’s asset allocation plan articulates the desired mix of investment assets and the amount of risk IPERS will take in pursuit of investment returns. | Finance |
United States Marine Corps
United States Marine Corps SovereignGovernment Provides marine armed force services | Government |
Aon Investments USA, Inc.
Aon Investments USA, Inc. Investment ManagersFinance AIUSA builds model portfolios based on the firm’s best thinking and analyses in accordance with clients’ investment policy guidelines. The firm advises clients on a broad range of investment objectives and the selection and monitoring of investment advisers/managers. | Finance |
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