Kevin Carlson, CFA, is a Senior Vice President of Sales and Client Service at ZCM. Prior to joining the firm in 2007, Kevin provided analytical support in the healthcare investment banking division of Ziegler Capital Markets. He has been involved in over $3 billion in financings and provided support for transactions ranging from project financings to debt re-financings for a variety of healthcare providers. Kevin is responsible for servicing the firm’s institutional asset management clients and marketing the firm’s services. His primary responsibilities include assisting clients with investment solutions for restricted and unrestricted assets, development and implementation of investment policy statements, and communications on investment portfolio performance.
Kevin received a B.A. from DePaul University. He is a member of the CFA Institute and CFA Society of Chicago.