Simplifying the New Era of Investing!
With AI quantitative tools, say goodbye to complex
charts and overwhelming data, and step into a new
era of investing—streamlined, efficient, and effective!
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15 Years of Experience in Financial Services.
We have an experienced team
It has more than a dozen
professional analysts.
Our mission is to assist
our clients in creating enduring
and stable value.
Our team possesses extensive
industry experience and unique
analytical capabilities
in the investment field.
We establish long-term
cooperative partnerships
with our clients and
always prioritize their interests.
About Horizon Wealth Management
We were established in 2009 and are a company dedicated to providing excellent investment advisory services. As a stock investment firm, we have a team of experienced and dynamic analysts, including over a dozen professional analysts.
Our mission is to help our clients achieve their investment goals and provide them with the best investment solutions. We firmly believe that through thorough research and professional investment management, we can create lasting value for our clients.
The Horizon Wealth Management team has decades of experience in the investment field and possesses specialized and unique analysis skills in stock investments. Our analysts constantly improve their knowledge and skills, with a deep financial background and extensive market knowledge ⋯
Seasoned Analysts
Thomas Carlson
Thomas Carlson is the founder and Chief Investment Officer of Horizon Wealth Management. Renowned for his sharp market insights and expertise in innovative quantitative trading, he has emerged as a leading figure in the investment industry. Over the past two decades, he has held several pivotal roles in the financial sector. Notably, he served as the Executive Vice President and Chief Investment Officer of Morgan Stanley’s Global Equity Beta Solutions, where he led the global investment strategy and execution team, contributing significantly to the firm’s impressive global returns. As one of the company’s core leaders, Thomas has played a critical role in shaping investment strategies and analyses. He currently oversees a diverse team of over 100 portfolio managers and analysts, managing more than 1,400 portfolios spanning equity indices and smart beta strategies, with total assets exceeding $500 billion. Under his leadership, he has spearheaded the development of AI-powered quantitative investment tools, delivering innovative financial strategies to investors worldwide. His achievements have earned him the trust and recognition of clients globally.
Victor Alexandre
Victor Alexandre, Chief Operating Officer of Horizon Wealth Management (HWM), brings extensive expertise in operations management and process optimization within the financial services industry. Known for his strategic mindset and hands-on approach, he oversees the company’s daily operations, ensuring seamless and efficient processes. Victor excels in streamlining workflows, boosting productivity, and fostering cross-functional collaboration—key contributions to HWM’s mission of delivering premier financial advisory services. Dedicated to operational excellence, he plays a pivotal role in maintaining the firm’s high service standards and driving its growth objectives.
Nora Henderson-Clark
Nora Henderson-Clark, Chief Financial Officer of Horizon Wealth Management (HWM), brings extensive expertise in financial management and strategic planning. Under her leadership, the company has achieved significant progress in budgeting, financing, financial analysis, and regulatory compliance. Nora oversees a broad spectrum of financial responsibilities, including reporting, cash flow control, and capital structure optimization. With a strong focus on risk management and internal operations, she has implemented rigorous processes to ensure financial stability and efficiently reduce risks. Additionally, she has driven improvements in internal management efficiency, ensuring optimal resource allocation to support the company’s long-term growth. Her expertise is instrumental in securing HWM’s financial stability and sustainable development.
Lukas Schneider
Lukas Schneider, Chief Risk Officer of Horizon Wealth Management (HWM), is a seasoned expert in financial risk management and regulatory compliance. With extensive experience in identifying, assessing, and mitigating risks, he is committed to strengthening HWM’s financial resilience. Lukas leads the development of risk management frameworks aligned with HWM’s strategic objectives, ensuring all business operations are focused on minimizing risks. His expertise in navigating complex regulatory environments, combined with his proactive approach to risk oversight, is vital to maintaining HWM’s adaptability in a dynamic financial landscape. His leadership is instrumental in upholding HWM’s commitment to excellence and prudent financial management.
Richard T. Flynn
Richard T. Flynn, Chief Technology Officer of Horizon Wealth Management (HWM), is an expert in utilizing innovative technologies to drive efficiency and innovation in the financial services industry. Drawing on his expertise in artificial intelligence and machine learning, he has played a key role in advancing HWM’s AI-powered quantitative investment tools. Richard’s vision and technical acumen have significantly strengthened HWM’s technological foundation, enabling personalized investment solutions and sophisticated market analysis. Dedicated to leveraging cutting-edge technologies, he ensures that HWM consistently delivers exceptional investment advisory services while maintaining its position at the forefront of financial innovation.
David Hunter
David Hunter, Chief Development Officer of Horizon Wealth Management (HWM), is a distinguished leader in business development and financing strategies. With extensive experience in financial growth initiatives and investor relations, he plays a critical role in expanding HWM’s market presence and establishing strategic partnerships. David’s expertise in securing capital support and driving financial growth is vital to HWM’s position as a leader in investment advisory services. By fostering strong relationships with investors and stakeholders, he helps ensure HWM’s continued growth and achievement of its strategic goals.
Grace McElroy
Grace McElroy, Chief Marketing Officer of Horizon Wealth Management (HWM), is a seasoned leader in marketing strategy and brand development. With extensive experience in the financial services industry, she oversees the company’s global marketing efforts, focusing on enhancing brand awareness and building strong relationships with clients and partners. Grace plays a pivotal role in showcasing the firm’s expertise, particularly in investment advisory services and advanced AI solutions. Her innovative approach and strategic vision have positioned HWM as a leader in the financial sector, driving growth and fostering client engagement through effective marketing initiatives.
Melinda Arifi
Melinda Arifi, Chief Human Resources Officer of Horizon Wealth Management (HWM), is an experienced leader in human capital management and organizational development. With extensive expertise in talent acquisition, employee relations, and leadership development, she oversees all aspects of the company’s HR operations. Melinda is dedicated to fostering a positive and inclusive work environment that supports the professional growth of team members. She excels at aligning HR strategies with business objectives, ensuring HWM attracts, retains, and nurtures top talent to drive the company’s success. Her dedication to employee well-being and development sustains a dynamic and motivated workforce at HWM.
