 Charles B. Carlson, CFA
CEO and Portfolio Manager
- Chief Executive Officer.
- 30 years with Horizon and affiliates.
- Undergraduate degree from Northwestern University. MBA from University of Chicago – concentration in Finance.
- Earned the right to use the Chartered
Financial Analyst (CFA) designation
in 1986.
- Author of 9 investment books including The Little Book of BIG DIVIDENDS (John Wiley & Sons), Eight Steps to Seven Figures (Doubleday), The Smart Investor’s Survival Guide (Random House), and Winning With The Dow’s Losers (Harper/Collins).
- Comments have appeared in such newspapers and magazines as The Wall Street Journal, The New York Times, USA Today, Newsweek, The Washington Post, Money, Forbes, and Barron’s.
- Frequently appears on TV, including Bloomberg, CNN, CNBC, and Nightly Business Report.
Richard J. Moroney, CFA
CIO and Portfolio Manager
- Chief Investment Officer.
- 23 years with Horizon and affiliates.
- Architect/Creator of Quadrix® – the quantitative stock-rating system used in Horizon’s portfolio management.
- Undergraduate degree from Northwestern University. MBA from University of Chicago – concentrations in Finance and Accounting.
- Earned the right to use the Chartered
Financial Analyst (CFA) designation in 1992.
- Frequently appears on TV, including Bloomberg, CNN, CNBC and Fox Business News.
 David Wright, CFA
Research Analyst
- 15 years with Horizon and affiliates.
- Undergraduate degree from Indiana University. MBA from DePaul University.
- Earned the right to use the Chartered
Financial Analyst (CFA) designation
in 2001.
- Performs stock research projects as part of Horizon’s investment team.
Robert Sweet, CFA
Research Analyst
- 13 years with Horizon and affiliates.
- Undergraduate degree from Northwestern University.
- Earned the right to use the Chartered
Financial Analyst (CFA) designation
in 2003.
- Performs stock research projects as part of Horizon’s investment team.
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