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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carlson Capital | Portfolio Manager | Unknown to Present | — |
| Naval Submarine Force | LT | Jan 1992 to Jan 1997 | — |
Education
University of Notre Dame
Bachelor of Arts, History
1988 — 1992
Skills & Expertise
Others at Carlson Capital L P (9)
| Name | Role | Location |
|---|---|---|
J Jaril Harsy | Trader | Southlake, TX , United States |
M Morgan Slade | Portfolio Manager | Fort Worth, TX , United States |
N Nancy Carlson | Partner | Dallas, TX , United States |
R Ronald Buesinger | Portfolio Manager | Fairfield, CT , United States |
A Andrew Walker | Senior Equity Trader | Southlake, TX , United States |
| Portfolio Manager | Dallas, TX , United States | |
D David Lloyd | Portfolio Manager | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
M Muhammad Ahmed R. | Equity Analyst | Houston, TX , United States |
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