Horizon Investment Services

 
 
 
 

Horizon Investment Services Team

Charles Carlson 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 Moroney 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 WrightDavid 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
Robert Sweet

  • 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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