1700 West 82nd St
Suite 110 [mailing]
Suite 150 [meetings]
Bloomington, MN 55431
Investment Operations and Trading Specialist
Jsan Homsombath is an Investment Operations and Trading Specialist at Carlson Capital Management. As part of the investment team, Jsan is responsible data management and the client reporting process. In addition, as a member of the trading team, Jsan monitors and reviews client portfolios to maintain balance across asset classes, makes recommendations for portfolios when out of alignment with models, reviews daily cash positions, and places trades through the custodial trading platform. He also assists with portfolio research to refine and focus portfolio construction and implementation.
Jsan is a graduate of the University of North Dakota where he graduated with a degree in Investments. While studying at UND, Jsan was a co-lead sector analyst for the University of North Dakota Student Managed Investment Fund which was responsible for managing two investment portfolios worth a total of $900M. Jsan brings eight years of financial services experience to CCM. Following graduation, Jsan worked in progressively responsible operational roles in the banking industry as part of brokerage, mutual fund and home mortgage operations. In his most recent role at a global investment management firm and subsidiary of TIAA, he worked for four years as an investment operations analyst. In his free time, Jsan enjoys cooking, spending time with friends, and a bit of traveling. Jsan grew up in Warroad and now lives in the Twin Cities.