Capital Investment Services Logo Avatar

Mitchell W. Carlson, CFA, CFP®

Position: Principal

Mitch began his investment career over five years ago and joined Capital in 2018 after gaining financial services experiences with a Milwaukee brokerage firm as well as a large U.S. Bank. At Capital, he serves as a member of the Investment Team, a Portfolio Manager, and an Advisor to clients. Mitch holds a B.A. in Business Economics from Beloit College, Beloit, Wisconsin. He is a Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Advisor representative.