Charles B. Carlson, CFA

CEO & Portfolio Manager

  • Chief Executive Officer.
  • 42 years with Horizon and affiliates.
  • Undergraduate degree from Northwestern University. MBA from University of Chicago – concentration in Finance.
  • Awarded the CFA® designation, 1986.
  • Author of nine investment books including The Little Book of BIG DIVIDENDS (John Wiley & Sons), Eight Steps to Seven Figures (Doubleday), The Smart Investor’s Survival Guide (Random House), and Winning With The Dow’s Losers (Harper/Collins).
  • Comments have appeared in such newspapers and magazines as The Wall Street Journal, The New York Times, USA Today, Money, Forbes, and Barron’s.
  • Frequently appears on TV, including Bloomberg, CNBC, NBC's Today Show and Chicago's WBBM all-news radio.

Richard J. Moroney, CFA

CIO & Portfolio Manager

  • Chief Investment Officer.
  • 35 years with Horizon and affiliates.
  • Architect/Creator of Quadrix® – the quantitative stock-rating system used in Horizon’s portfolio management.
  • Undergraduate degree from Northwestern University. MBA from University of Chicago – concentration in Finance and Accounting.
  • Awarded the CFA® designation, 1992.
  • Comments have appeared in such newspapers and magazines as The Wall Street Journal, USA Today,The Washington Post, The New York Times, Business Week, and Barron's.
  • Frequently appears on TV, including Bloomberg, CNBC, and CNN.

David Wright, CFA

Portfolio Manager & Research Analyst

  • 27 years with Horizon and affiliates.
  • Undergraduate degree from Indiana University. MBA from DePaul University.
  • Awarded the CFA® designation, 2001.
  • Performs stock research projects as part of Horizon's investment team.

Robert Sweet, CFA

Research Analyst

  • 24 years with Horizon and affiliates.
  • Undergraduate degree from Northwestern University.
  • Awarded the CFA® designation, 2003.
  • Performs stock research projects as part of Horizon's investment team.

David Walle, CFA

Research Analyst

  • 16 years with Horizon and affiliates.
  • Undergraduate degree from Vanderbilt University. Graduate degree from University of Missouri - Columbia.
  • Awarded the CFA® designation, 2014.
  • Performs stock research projects as part of Horizon's investment team.

CFA®: Chartered Financial Analyst®. The Chartered Financial Analyst designation is a professional designation awarded by CFA Institute. A CFA Program candidate must pass three exams in the following areas: portfolio management, accounting, ethics, money management, and security analysis. CFA charterholders are subject to rigorous ethics rules. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.