Lewis Carlson
About Lewis Carlson
Lewis Carlson is an Events & Special Situations Analyst at Carlson Capital, L.P., specializing in investment research and analysis. He holds a Bachelor's Degree in Economics and Political Science from Rice University and has experience managing a significant university endowment.
Current Role as Events & Special Situations Analyst
Lewis Carlson currently serves as an Events & Special Situations Analyst at Carlson Capital, L.P. since 2021. In this role, he focuses on analyzing unique investment opportunities and events that may impact financial markets. His expertise in investment research and analysis supports the firm's strategic decision-making processes.
Previous Experience at Carlson Capital
Lewis Carlson previously interned at Carlson Capital, L.P. for three months in 2014. During this internship, he gained foundational experience in investment analysis within the Dallas/Fort Worth area, contributing to his understanding of the financial industry.
Experience at Rice Management Company
Lewis Carlson worked at Rice Management Company from 2018 to 2021 as an Investment Associate. He played a role in developing investment strategies that supported the financial resources of Rice University. Earlier, he served as a Summer Investment Analyst in 2017 for two months, where he contributed to managing a university endowment valued at approximately $6.3 billion.
Educational Background at Rice University
Lewis Carlson earned a Bachelor's Degree from Rice University, where he double majored in Economics and Political Science. His education provided him with a strong foundation in analytical skills and economic principles, which he applies in his professional roles.
Early Career and Internships
In addition to his roles at Rice Management Company and Carlson Capital, Lewis Carlson has held various internships. He worked as a Summer Intern at Barbican Insurance Group in 2015 and as an Investment Banking Analyst at UBS in 2018. These experiences contributed to his knowledge of investment strategies and financial analysis.