Brian Carlson
Brian oversees the National Accounts and Sales teams and is focused on establishing and enhancing relationships with distribution partners and Financial Advisors.
Prior to joining Hennessy Funds in 2013, Brian served in a number of senior leadership roles and as a consultant to RIAs and broker-dealers. He was instrumental in the formation and growth of the NRP Companies, a distribution entity comprised of independent retirement plan and wealth management advisors, and he was a Senior Managing Director of NRP Financial and NRP Advisors at the time of sale to LPL Financial. Brian began his career in financial services in 1997, wholesaling qualified plans, DCIO mutual funds, and separate accounts for ING and State Street Research Asset Management.
Brian received a BA degree in American History from the University of Southern California and a JD from the University of the Pacific, McGeorge School of Law. Brian is a member of the State Bar of California, is a ChFC and AIF designee, and he maintains Series 7, 24, 63, and 66 licenses.