James Carlson
Academically based wealth strategy for corporate plans & select families
- Role
- Managing Member at Kinwell Llc
- Location
- Charleston County, SC, US
- LinkedIn followers
- 500 followers
About James Carlson
After serving the United States as a Naval Officer and several years providing asset…
Experience
Managing Member
Jan 2018 — Present · Charleston, SC, US
I lead Kinwell\'s investment management operations by taking a client-focused methodology keying on helping others. I specialize in ERISA plan consulting to retirement plans and fiduciary services to select individual investors. My focus includes fiduciary risk management, optimizing plan design, running investment committee operations, selecting and monitoring institutional funds, customizing and selecting service providers, facilitating participant enrollment, education and coordinating plan reporting and serve provider management. I bring academically based investment management to investment committees, retirement plan participants and select individual investors. This methodology was once reserved for only large institutions. I have been quoted in publications such as The Wall Street Journal, Employee Benefits and Wellness Excellence Essentials and HR.com.Some of the initiatives that I can help your organization achieve: Increased productivity in the workplace Lower healthcare costs Reduced tax liability Decreased workers compensation and disability claims Understanding fiduciary obligations and fiduciary risk management Preparing your team for on-time or early retirement
Education
University of Virginia
BS, Mechanical Engineering, Systems Engineering
1999 — 2004
Skills
- Government Contracting
- Fiduciary Services
- Management
- Aerospace
- Employee Wellness
- Integration
- Engineering Management
- Dod
- Financial Planning
- Investment Advisory
- Operational Planning
- Defined Benefit
- Modern Portfolio Theory
- Etfs
- Employee Wellness Programs
- Project Management
- Defined Contribution
- Navy
- Analysis
- Six Sigma
- Defense
- Earned Value Management
- Mutual Funds
- Risk Management
- Security Clearance
- Configuration Management
- Financial Modeling
- Fiduciary
- Investments
- Systems Engineering
- Retirement Benefits
- Investment Strategies
- Portfolio Management
- Military
- Cross-Functional Team Leadership
- 401(K) Retirement Savings Plans
- Personal Finance
- Program Management
- Requirements Management
- Retirement Plan Consulting
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