Horizon Investment Services
 
 
 
 

Horizon Investment Services Team

Charles B. Carlson, CEO & Portfolio Manager
Richard J. Moroney, CIO & Portfolio Manager
David Wright, Portfolio Manager & Research Analyst
Robert Sweet, Research Analyst
David Walle, Portfolio Manager & Research Analyst

Charles Carlson 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 Moroney Richard J. Moroney, CFA
CIO & Portfolio Manager

  • Chief Investment Officer.
  • 32 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 WrightDavid Wright, CFA
Portfolio Manager & Research Analyst

  • 24 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, CFARobert Sweet
Research Analyst
  • 21 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, CFARobert Sweet
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.

 

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

IWGTEAM120-I1