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James Carlson
Academically based investment advice for company retirement plans & select individuals ✦ Pioneering Wellness Technology
James Carlson is the Managing Member of Kinwell LLC, a financial services company.12 He co-founded Questis Inc. prior to his role at Kinwell, where he led multiple areas including product development, portfolio management, and retirement plan consulting.1 Carlson's professional background includes serving as an Assistant Vice President at Silvercrest Asset Management Group LLC, where he reported to the executive team on portfolio management, marketing, and strategic growth initiatives.1
Carlson began his career as a United States Naval Officer.1 He holds a B.S. in Mechanical Engineering with a Minor in Systems Engineering from the University of Virginia.1 At Kinwell LLC, Carlson leads the investment management operations with a client-focused approach, specializing in ERISA plan consulting.2
His professional history also includes:
- Project Engineering Manager at General Dynamics Land Systems (2010-2013)3
- Co-Founder at Questis (2013-2018)3
- Managing Member at Kinwell LLC (2018-present)3
Carlson is based in Charleston, SC, and describes himself as a husband, father of three, golfer, and NCAA fan.4 His LinkedIn username is indeed jameslcarlson.2
