Carl joined Insight in January 2005 (via predecessor company, Pareto). Carl is a Senior Product Specialist covering fixed income, currency and multi-asset strategies for the North American region, as well as responsible for the client management activities serving as the primary interface between Insight and our active management clients in North America. He is also responsible for managing and delivering Insight’s Active Management solutions in Canada. Prior to Pareto, Carl joined JPMorgan in 1998 as a Compliance Officer in their investment management business. Here, he supported and analyzed daily business activities relevant to various regulatory requirements, including the Investment Acts of 1940 and the Employee Retirement Income Security Act (ERISA). Carl went on to become a Vice President and Client Service Officer/Portfolio Manager in JPMorgan’s fiduciary manager-of-managers’ business for institutional clients. Carl started his career in 1993 as a Compliance Examiner in the New York office of the Securities & Exchange Commission (SEC) where he reviewed and analyzed investment management registrants for compliance with federal securities laws. Carl holds a BS (Hons) in Accounting (minor in Finance) from CW Post at Long Island University. He also holds an MBA (with distinction) in Banking and Finance from Hofstra University, Long Island. Carl is a CFA charterholder and also a member of the New York Society of Security Analysts. He also maintains Series 7, 24 and 63 licensing with the Financial Industry Regulatory Authority (FINRA) through BNY Mellon Securities Corporation and is an Associated Person (Series 3) with the National Futures Association.