William Carson
About William Carson
William Carson is a Senior Portfolio Manager at MD Financial Management, where he has worked since 2019. He has extensive experience in investment advisory and a strong background in financial analysis and asset allocation, having previously held positions at TD, Mellon Bank, and Roy-L Capital Corporation.
Work at MD Financial Management
William Carson has been serving as a Senior Portfolio Manager at MD Financial Management since 2019. In this role, he focuses on managing diverse investment portfolios, leveraging his extensive experience in financial analysis and asset allocation. His responsibilities include developing and implementing investment strategies tailored to client needs, ensuring optimal performance of the portfolios under his management.
Previous Experience in Portfolio Management
Before joining MD Financial Management, William Carson held several positions in the financial services industry. He worked at TD as a Portfolio Manager from 2011 to 2013 in the London, Canada Area. Prior to that, he was an Investment Counselor at Mellon Bank from 2008 to 2011. His experience at these institutions contributed to his development of successful investment strategies.
Educational Background in Law and Finance
William Carson studied at Western University, where he earned his LL.B. degree from 1980 to 1983. He also attended the University of Toronto, obtaining a Master of Business Administration (MBA) in Finance from 1985 to 1987. This educational foundation supports his expertise in financial analysis and investment management.
Experience at Roy-L Capital Corporation
William Carson worked at Roy-L Capital Corporation from 1995 to 2004, where he held the positions of Director of Investment Strategy and Assistant to the Chairman. During his nine years at the firm, he was involved in developing investment strategies that contributed to the company's objectives in the financial sector.
Investment Advisory Expertise
William Carson possesses extensive experience in investment advisory, which enhances his capabilities in managing diverse investment portfolios. His strong background in financial analysis and asset allocation is critical to his role as a Senior Portfolio Manager, allowing him to provide informed advice and strategic direction to clients.