Bethany Carlson is the firm's Portfolio Analyst and member of the Investment Committee. She performs market and manager research to help develop portfolio asset allocation and select the best investment managers within each asset class. She brings extensive research and analytical capabilities to the team.
Bethany has been awarded the Chartered Financial Analyst designation. Prior to working for Singer Xenos, Bethany provided analytical consulting support to institutional clients at Mercer Investment Consulting in their offices in London, Madrid, and Seattle for six years. She also provided management consulting to investment advisors for 2 years with Moss Adams LLP.
Bethany received her Bachelors of Science with Honors in Mathematics from the University of Washington. She is an active volunteer with youth as well as a published writer and divides much of her free time between these activities.