Carl Hall, CFA, MBA, is a Vice President and Portfolio Manager and has been with Rockland Trust since 2024. Carl is responsible for integrating an investment strategy that reflects each client’s objectives, financial goals, and risk tolerance, including custom asset allocation, long-term goal planning, and securities research.
Carl has worked in the financial services industry since 1999. Before joining Rockland Trust, Carl held various positions at multiple financial institutions, including Vice President at CAPTRUST, Chief Investment Officer at Lodestar Wealth and Century Bank, and Portfolio Manager at Natixis Global Asset Management and Choate Investment Advisors. Carl holds a BA from Bowdoin College, an MBA from Babson College, and a Chartered Financial Analyst (CFA) designation.
Carl enjoys skiing, sailing, and traveling. His other interests include open-source software & fintech. Carl resides in Medford, MA, and is the proud father of two children.
