CARLSON & LEWITTES

Chase Carlson


Mr. Carlson was born in Miami, Florida in 1984.  He graduated from Florida State University with a Bachelor of Science degree in Finance in 2007, from Florida International University with a Masters in Finance in 2009, and from Florida International University with a Juris Doctor in 2010.


Mr. Carlson has worked for Global Capital Advisors, a broker-dealer, and for ASG Capital and Kovack Advisors, both of which are registered investment advisors.  At this time, he is also the CEO of Blueprint Family Offiice, Inc., a registered investment advisor, and holds a Series 65 license.


Education:


Florida State University, B.S. Finance, 2007

Florida International University, Masters in Finance, 2009

Florida International University, J.D., 2010


Affiliations:


Member, Financial Planning Association of Miami-Dade

Member, Miami Finance Forum.

Affiliate Member, Chartererd Financial Analyst Society, Miami