
Grant Engelbart of Carson Group - Bro Bubble Popping?
This week on Weighing the Risks we are joined by Grant Engelbart, Vice President, Investment Strategist at Carson Group. Grant Engelbart serves as Vice President, Investment Strategist for Carson Group. In this role, Grant is part of the team responsible for the management of the Carson Investment platform, In-house Carson model portfolios, and contribution to the overall asset allocation viewpoints of the investment team. Before joining Carson, Grant was the Deputy CIO of ETFs and SMAs at Brinker Capital Investments (part of Orion Advisor Solutions). At Brinker, Grant was part of the discretionary investment team responsible for many assets across investment vehicles, and managed accounts ranging from individual 401ks to large university endowments. Prior to joining Brinker Capital Investments, Grant held positions at CLS Investments (which has since rebranded to Brinker Capital Investments), TD Ameritrade, and State Street Corporation. Grant received his Bachelor of Science in finance from the University of Nebraska at Lincoln. He is a CFA® Charter holder, holds the Chartered Alternative Investment Analyst (CAIA) designation, DACFP Certificate in Blockchain and Digital Assets, Can