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About Sandra B. Carlson of FIRST PERSONAL

Sandra B. Carlson is Chief Compliance Officer at First Personal Financial Services and has been affiliated with First Personal Financial Services since May-2013.

First Personal Financial Services is an investment advisor that manages 329 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 291MM in positions, which represents 89% of the manager's regulatory AUM.

For more on First Personal Financial Services including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: +1.7%/yr

Co-workers of Sandra B. Carlson at FIRST PERSONAL

Name Title In Position Since
Mary A. Rinehart Owner/Chief Executive Officer June-1993
Daniele M. Donahoe President And Chief Investment Officer January-2014

FIRST PERSONAL Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CIU 2.75438% ETF 0.65% 2.67% -0% 0 2%
NOBL 2.45642% ETF -3.41% 2.67% -0.14% 0 1%
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Sandra B. Carlson Office Address

CHARLOTTE, North Carolina
UNITED STATES, 28202-2619

Sandra B. Carlson Contact Information

Phone Number: 704-374-0646
Fax Number: 704-377-0746



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