Charles B. Carlson, CFA
CEO & Portfolio Manager
- Chief Executive Officer.
- 39 years with Horizon and affiliates.
- Undergraduate degree from Northwestern University. MBA from University of Chicago – concentration in Finance.
- Awarded the CFA® designation, 1986.
- Author of nine 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, Money, Forbes, and Barron’s.
- Frequently appears on TV, including Bloomberg, CNBC, NBC's Today Show, Nightly Business Report and Chicago's WBBM all-news radio.
Richard J. Moroney, CFA
CIO & Portfolio Manager
- Chief Investment Officer.
- 33 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.
- Awarded the CFA® designation, 1992.
- Comments have appeared in such newspapers and magazines as The Wall Street Journal, USA Today, The Washington Post, The New York Times, Business Week, and Barron's.
- Frequently appears on TV, including Bloomberg, CNBC and CNN.
David Wright, CFA
Portfolio Manager & Research Analyst
- 25 years with Horizon and affiliates.
- Undergraduate degree from Indiana University. MBA from DePaul University.
- Awarded the CFA® designation, 2001.
- Performs stock research projects as part of Horizon’s investment team.
Robert Sweet, CFA
Research Analyst
- 22 years with Horizon and affiliates.
- Undergraduate degree from Northwestern University.
- Awarded the CFA® designation, 2003.
- Performs stock research projects as part of Horizon’s investment team.
David Walle, CFA
Portfolio Manager & Research Analyst
- 13 years with Horizon and affiliates.
- Undergraduate degree from Vanderbilt University. Graduate degree from University of Missouri—Columbia.
- Awarded the CFA® designation, 2014.
- Performs stock research projects as part of Horizon’s investment team.
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