Meet your advisors
James L. Carlson
James Carlson is the Managing Member of Kinwell LLC. Prior to Kinwell, Mr. Carlson co-founded Questis Inc. where he led multiple capacities including product development, portfolio management and retirement plan consulting. Previously, James was an Assistant Vice President at Silvercrest Asset Management Group LLC. Silvercrest provides asset management and family office services to wealthy families and select institutional investors. At Silvercrest, Mr. Carlson reported directly to the firms executive team across a broad range of business operations including portfolio management, marketing and strategic growth initiatives. Mr. Carlson began his career as a United States Naval Officer. James received a B.S. in Mechanical Engineering and Minor in Systems Engineering from the University of Virginia.
Email: james.carlson@kinwell.financial
Matthew D. Ritt
Matthew Ritt, CFP® is a Principal engaged in portfolio management of equity and fixed income portfolios. Prior to founding Kinwell, Mr. Ritt was portfolio manager at Questis, Inc. where he worked extensively with private clients. Further, Mr. Ritt was monumental in executing financial wellness initiatives for numerous plan sponsors. Previously, Mr. Ritt worked for Merrill Lynch’s Global Wealth Management Division in Charleston, S.C. Mr. Ritt holds a B.S. in Finance from Virginia Tech in Blacksburg, Virginia. He is a CERTIFIED FINANCIAL PLANNER™ certificant.
Email: matt.ritt@kinwell.financial
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