Derek Vanosdall

Reconciliation Manager

With a background in reconciling various data feeds, Derek uses his expertise to find efficiencies in the current reconciliation process. Derek helps ensure the data reported by Carson is accurate so advisors can use it effectively.

Blog Investments

Knowing the Numbers: Portfolio Performance

Posted on November 24, 2015
One of the primary questions that clients have for their financial advisor is “What’s my portfolio’s performance?” Many investors have a threshold for their portfolio’s expected return. Reporting the …