Bachelor cum laude, St. John's College, 1970. Master of Arts in Economics, University Rochester, 1973. Master of Business Administration in Finance, University Rochester, 1976.
Finance analyst, Security New York State Corporation, Rochester, New York, 1973-1976; assistant treasurer, Lincoln First Banks, Rochester, 1976-1978; assistant vice president, portfolio strategist, Lincoln First Banks, Rochester, 1978-1980; president, Rochester Shares Management, 1980-1982; president, Fielding Management Company, Rochester, 1982-1995; senior vice president, portfolio manager, Oppenheimer Funds, Inc., Rochester, since 1996. President, board directors Rochester Tax Management Fund. Vice president Rochester Fund Municipal, Limited Term New York Municipal Fund, since 1996.
Board of directors Geva Theater, Rochester, since 1985, Otetiana county Boy Scouts American, 1986-1992, International Museum Photography at George Eastman House, Rochester, St. John's College, Annapolis, Maryland., Investment Company Institute, Washington, 1994-1995, ICI Mutual Insurance Company, Burlington, Vermont. Member Rochester Society Security Analysts (president 1986-1988), Rochester BondClub, Investment Company Institute (founding small funds committee 1982-1995, Chairman.1991-1994), Municipal Bond Buyers assosiation, New York Stock Exchange (arbitrator since 1985), Oak Hill Country Club.
Married Donna May Carlson, May 12, 1984. Children: Daniel Carlson, Michael Ronald.