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