Donie Carlson is a financial advisor at Greybox Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Carlson has been involved with Albemarle Corporation, Martin Farm, and Rockhouse, LLC, entities related to his family farm, where he participates in operational responsibilities outside of trading hours. Greybox Investments provides portfolio and wealth management services to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm employs a quantitative multi-factor approach combined with fundamental analysis to construct equity strategies and offers customized solutions without using hedge funds or structured products.

Len Rittberg is a CFA® charterholder based in Ft. Lauderdale, FL, with three years of industry experience. He currently works at Greybox Investments, where he has been since 2023. Prior to this, he spent six years at Exos Financial and nine years at Adelante Capital Management. Greybox Investments provides fee-only portfolio management primarily to individual and high-net-worth clients, charitable organizations, other registered investment advisers, and corporations. The firm employs a quantitative, multi-factor investment approach focused on scalable, model-driven portfolio construction and distribution to other advisers, emphasizing discretionary wealth management through separately managed and unified managed accounts.

Kenneth Carlson is a CFA® charterholder with 10 years of industry experience, currently serving at Greybox Investments in Birmingham, AL. He has worked at DMC Group, LLC since 2015 and maintains active roles in several family-owned businesses, including Albemarle Corporation, Martin Farm, and Rockhouse, LLC, where he contributes to farm operations outside of trading hours. Greybox Investments provides portfolio and wealth management services primarily to individual and high-net-worth clients, as well as charitable organizations and other registered investment advisers, using a quantitative multi-factor investment approach combined with fundamental analysis. The firm offers customized single-sleeve models to other RIAs and focuses on forward-looking risk and return estimates while avoiding hedge funds and structured products.