Carlton received his BA from Miami (Ohio) University in 2006.  In 2007, he earned an Executive Certificate in Financial Planning at the Georgetown University Center for Continuing and Professional Education.  Carlton recently passed Level I of the CFA exam, the first of three exams required to hold the Chartered Financial Analyst designation.  Carlton is registered with the Securities and Exchange Commission as an Investment Advisor Representative through Houlihan Financial Resource Group, Ltd.  He has worked at HFRG since March of 2007. His primary responsibilities include: portfolio management, financial planning, equity and fixed income research, and performing cash flow projections and analysis.  Carlton also serves as a member of the Investment Committee.