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Paul Carlson

Paul Carlson

Partner at Sanders Capital, LLC

Ellenton, FL , United States

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

OrganizationRoleDate RangeDetails
Sanders Capital, LLCPartnerJan 2025 to Present
Sanders Capital, LLCCompliance OfficerDec 2022 to Present
Northern Trust CorporationSenior Investment AssociateDec 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 ChaseResearch Specialist - OperationsNov 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 ManagementEquity Analyst and Portfolio AdministratorAug 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 UniversityBoard Member of Roland George Investments ProgramAug 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 UniversityHouse ManagerAug 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 ...
UBSClient Services InternJun 2010 to Aug 2010
Whitney National BankBank TellerMay 2008 to Aug 2009
Worked seasonally - Summers/Winters
Bright House NetworksIT InternJun 2006 to Aug 2006

Education

Stetson University

2007 2011

Others at Sanders Capital, LLC (11)

NameRoleLocation
Akhilesh Kapoor
Akhilesh Kapoor
Partner, Research Analyst - ESG and Climate ChangeBernards, NJ , United States
D
Di Cai
PartnerNew York, NY , United States
J
Jonny Wright
Partner - Research AnalystNew York, NY , United States
Avinash Agarwal
Avinash Agarwal
PartnerPrinceton, NJ , United States
Daniel E
Daniel E
Partner—Research AnalystNew York, NY , United States
D
Debbie L.
PartnerNew York, NY , United States
D
Drew Dillman
Research AnalystWest Palm Beach, FL , United States
Edward Reynolds
Edward Reynolds
Partner - Research AnalystWashington, DC , United States
M
Monali Jhaveri-Weeks
Partner and Research AnalystSan Francisco, CA , United States
Steven Sanders
Steven Sanders
Partner—Research AnalystWest Palm Beach, FL , United States
Showing 1-10 of 11 team members