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CF

Chip Fortson

Portfolio Manager at Carlson Capital L P

Greenwich, CT , United States

About

Chip Fortson is a Portfolio Manager at Carlson Capital, based in Greenwich, CT, where he is responsible for managing multi-asset portfolios within the firm's alternative investment strategies. His work at Carlson Capital focused on equities, applying fundamental research and risk management across U.S. and global equity markets, with an emphasis on long/short strategies in sectors such as industrials and consumer discretionary.

Before joining Carlson Capital, Fortson served as a Lieutenant in the U.S. Naval Submarine Force, followed by a role as an Investment Associate at Putnam Investments in Boston. He subsequently earned an MBA from Stanford Graduate School of Business and later managed equity portfolios both at Carlson Capital and as an Equities Portfolio Manager at Citadel Global Equities, deepening his expertise in long/short equities and global investment strategies.

Fortson holds a Bachelor of Arts in History from the University of Notre Dame and is a CFA Charterholder. Over his career, he has been recognized for leadership and performance in alternative asset management, with significant contributions to equities and absolute return investing, particularly in developing and managing sophisticated investment strategies for institutional clients.

Career History

OrganizationRoleDate RangeDetails
Carlson CapitalPortfolio ManagerUnknown to Present
Naval Submarine ForceLTJan 1992 to Jan 1997

Education

University of Notre Dame

Bachelor of Arts, History

1988 1992

Skills & Expertise

Training
Business Analysis
Portfolio Management
Financial Analysis
Asset Management
Equities
Investment Strategies
Capital Markets

Others at Carlson Capital L P (9)

NameRoleLocation
J
Jaril Harsy
TraderSouthlake, TX , United States
M
Morgan Slade
Portfolio ManagerFort Worth, TX , United States
N
Nancy Carlson
PartnerDallas, TX , United States
R
Ronald Buesinger
Portfolio ManagerFairfield, CT , United States
A
Andrew Walker
Senior Equity TraderSouthlake, TX , United States
David Fandrich
David Fandrich
Portfolio ManagerDallas, TX , United States
D
David Lloyd
Portfolio ManagerNew York, NY , United States
Jesse Ho
Jesse Ho
Portfolio ManagerNew York, NY , United States
M
Muhammad Ahmed R.
Equity AnalystHouston, TX , United States

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