Monika Carlson, CFA

Product Director—Global Fixed Income Business Development

Monika Carlson is a Product Director on the Fixed Income Product Management team, heading the Luxemburg-domiciled retail platform. She serves as a liaison between the firm’s fixed-income research/portfolio-management teams and distribution channels and clients around the world. Prior to this role, Carlson was a senior portfolio manager associate in fixed income, acting as a resource for internal and external clients. Before joining the firm in 2007, she was a performance analyst at Neuberger Berman. Carlson holds a BBA in finance from Baruch College at the City University of New York. She is a CFA charterholder. Location: New York