Curtis Carlson
Background Information:
Mr. Carlson, 57, was born in Hibbing, Minnesota, in 1952. He attended Junior
and Senior High School in the Cleveland suburb of Rocky River, Ohio.
Mr. Carlson graduated from Purdue University with a Bachelor of Science degree
in Mechanical Engineering in 1974. He graduated from the University of Miami
School of Law in 1977.
Upon graduation from law school, Mr. Carlson joined the Miami law firm of
Fowler, White & Burnett, P.A. in its Commercial Litigation Department, where
he specialized in securities litigation. He worked at Fowler White for 14 years,
eventually becoming a Managing Director of the firm, and represented and
tried cases for many major brokerage firms, including:
• Prudential Securities (f/k/a Bache, Halsey, Stuart Shields, Inc.)
• Drexel Burnham Lambert
• Shearson Lehman Bros.
• PaineWebber, Inc.
• Thomson McKinnon
• Loeb Rhoades & Co.
He also represented the State of Ohio in the ESM Securities matter.
While at Fowler White, Mr. Carlson tried a significant number of securities cases
before juries in both federal and State Courts and before arbitration panels of
both the New York Stock Exchange and the National Association of Securities
Dealers. These cases ran the full gamut in terms of products (stocks, corporate
bonds, municipal bonds, revenue bonds, stock options, commodity futures,
short selling, butterfly spreads, reverse repossession agreements, and
Collateralized Mortgage Obligations) and claims (unsuitability, churning,
misrepresentations, breach of fiduciary duty, conversion, and fake monthly
statements).
In 1991, Mr. Carlson left Fowler White to start his own law firm, which today is
known as Carlson & Lewittes, P.A. Since 1991, Mr. Carlson has continued to
specialize in securities litigation, principally in the area of representing customers
and brokers in claims against brokerage firms.
Admissions and Memberships:
State of Florida
United States Supreme Court
United States Patent and Trademark Office
United States Fourth Circuit Court of Appeals
United States Fifth Circuit Court of Appeals
United States Ninth Circuit Court of Appeals
United States Eleventh Circuit Court of Appeals United States District Court for Southern District of Florida
Directorships:
Member of Board of Directors of The Stephan Co. (AMEX:TSC)
Member of the Board of Directors, Special Director for Legal Affiars, and Corporate Secretary of The Swedish-American Chamber of Commerce of the United States of America, Inc.
Former Chairman of the Board of Directors of the Swedish-American Chamber of Commerce of Florida, Inc.
Member, Board of Trustees, St. Stephan's Episcopal Day School.
Member, Board of Trustees, St. Stephen's Episcopal Day School, Coconut Grove, Florida
Other:
Former Adjunct Professor of Law, Litigation Skills, University of Miami
Member of the Securities Litigation Committee of the Miami-Dade County Bar Association
Martindale-Hubbell Rating:
Mr. Carlson is rated AV by Martindale-Hubbell law directory.
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