About
Paul Carlson is a Partner and the Compliance Officer at Sanders Capital, LLC, a global investment management firm overseeing more than $100 billion in assets. Based in Ellenton, FL, Paul joined Sanders Capital in December 2022 as Compliance Officer and was named Partner in January 2025, where he leads the firm's compliance efforts and contributes to company strategy. His key responsibilities include ensuring regulatory adherence and supporting the firm's investment research and risk management initiatives.
Paul's investment expertise is grounded in public equity markets, with a particular focus on value-oriented portfolios, portfolio risk controls, and institutional client servicing. Before joining Sanders Capital, he was a Senior Investment Associate at Northern Trust Corporation for eight years, where he specialized in equities and multi-asset portfolio administration for institutional and high-net-worth clients, developing foundational expertise in compliance and investment operations. Earlier in his career, Paul served as an Operations Research Specialist at J.P. Morgan Chase and began as an Equity Analyst and Portfolio Administrator for a registered investment adviser in central Florida.
He holds a degree from Stetson University and is a member of the National Society of Compliance Professionals. Throughout his career, Paul has been recognized for strengthening investment compliance frameworks and has played a central role in integrating ESG and responsible investment standards within portfolio management processes at Sanders Capital.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sanders Capital, LLC | Partner | Jan 2025 to Present | — |
| Sanders Capital, LLC | Compliance Officer | Dec 2022 to Present | — |
| Northern Trust Corporation | Senior Investment Associate | Dec 2014 to Dec 2022 | As a Sr. Investment Associate, I was responsible for researching & implementing investment portfolios for retail and institutional clients. My role evolved over the years, but most recently I was work... |
| JPMorgan Chase | Research Specialist - Operations | Nov 2012 to Dec 2014 | ● Researched client requests such as discrepancy resolution, tax form & statement anomalies, and dispute resolution
● Processed IRA requests (plan type conversions, brokerage accounting discrepancies,... |
| ZPR Investment Management | Equity Analyst and Portfolio Administrator | Aug 2011 to Jul 2012 | ● Analyst - Involved with the investment decision making process using fundamental & quantitative analysis
● Administrator - Monitored 130 separately managed accounts, created trade allocations for cu... |
| Stetson University | Board Member of Roland George Investments Program | Aug 2010 to May 2011 | ● Researched equity and fixed income securities to justify their position within the program’s $2.8 million portfolio
● Presented multiple buy and hold/sell recommendations of stocks and bonds to the... |
| Stetson University | House Manager | Aug 2009 to May 2011 | •Responsible for maintaining, filling, and enforcing University policies in Stetson’s new Greek houses
•Reported directly to Stetson administration regarding the wellbeing and operations conducted on ... |
| UBS | Client Services Intern | Jun 2010 to Aug 2010 | — |
| Whitney National Bank | Bank Teller | May 2008 to Aug 2009 | Worked seasonally - Summers/Winters |
| Bright House Networks | IT Intern | Jun 2006 to Aug 2006 | — |
Education
Stetson University
2007 — 2011
Others at Sanders Capital, LLC (11)
| Name | Role | Location |
|---|---|---|
| Partner, Research Analyst - ESG and Climate Change | Bernards, NJ , United States | |
D Di Cai | Partner | New York, NY , United States |
J Jonny Wright | Partner - Research Analyst | New York, NY , United States |
| Partner | Princeton, NJ , United States | |
| Partner—Research Analyst | New York, NY , United States | |
D Debbie L. | Partner | New York, NY , United States |
D Drew Dillman | Research Analyst | West Palm Beach, FL , United States |
| Partner - Research Analyst | Washington, DC , United States | |
M Monali Jhaveri-Weeks | Partner and Research Analyst | San Francisco, CA , United States |
| Partner—Research Analyst | West Palm Beach, FL , United States |