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Tom Carlson

CPA, CIRA, Financial Services

Tom Carlson, CPA, CIRA

Tom Carlson's Bio:

Tom Carlson, of Weston, Connecticut, has dedicated the past 20 years of his career to work within finance and finanicial operations, specifically focusing on corporate restructuring and buiness turnaround.  He has extensive experience within this niche and has held a number of positions at reputable corporations that have allowed him to further hone his skills and implement his knowledge in order to lead the company to further sucess.  Tom Carlson was most recently employed with Duff & Phelps, LLC, where he worked as the Managing Director in the Global Restructuring Advisory Group of the company. In this position, Tom Carlson was a member of the Management Committee, a group that was compromised of 150 members across the globa that was dedicated to actively creating novel business strategy and then overseeing the implementation of said strategy.  Other noteworthy positons that Tom Carlson has held in the past include the title of Managing Director in the Recapitalization and Restructuring Group at Jefferies & Company, Inc., where he worked for 2000-2010.  Between his position at Jefferies and his most recent employment at Duff & Phelps, Tom Carlson was a co-founder of an independent practice that offered advisory services in restructuring for businesses in the renewable energy sector.   Tom Carlson's introduction to the business or restructuiring and turnaround began with his work at Zolfo Cooper, LLC, where he developed and executed transformative business plans for a wide range of companies, from consumer companies to manufacturing companies, as well as distribution companies.  Due to his deep knowledge and understanding of the ins and outs of the financial industry, Tom Carlson has been admitted as an expert on the topics of valuation and other pertinent financial issues for the United State Bankruptcy Courts for the District of Deleware, the Southern and Eastern Districts of New York and the Eastern District of Missouri and the Quebec Superior Court. Tom Carlson's Homepage

Tom Carlson's Experience:

  • Managing Director at Duff & Phelps

  • Managing Director at VC Independent Advisors, LLC

  • Managing Director at Jefferies & Company, Inc.

  • Project Manager at Zolfo Cooper, LLC

Tom Carlson's Education:

  • Colgate University

    Bachelor's of the Arts
    Concentration: History
    Activities: Graduated with Honors
  • Leonard N. Stern School of Business at New York Univeristy

    Master of Business Administration
    Concentration: Finance & Accounting

Tom Carlson's Interests & Activities:

Business restructuring & Turnaround, Accounting, Recapitalizing business




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