Greybox Investments

Donie Carlson is a financial advisor at Greybox Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Carlson has been involved with Albemarle Corporation, Martin Farm, and Rockhouse, LLC, entities related to his family farm, where he participates in operational responsibilities outside of trading hours. Greybox Investments provides portfolio and wealth management services to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm employs a quantitative multi-factor approach combined with fundamental analysis to construct equity strategies and offers customized solutions without using hedge funds or structured products.

Roy Rumbley is a financial advisor at Greybox Investments with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sterne Agee & Leach, Inc. and Sterne Agee Investment Advisor Services, Inc. He is also the sole member of Rumbley Capital Management LLC, a non-investment-related business. Greybox Investments provides portfolio management and wealth-management services primarily to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm utilizes a quantitative multi-factor approach combined with fundamental assessment to construct equity strategies and offers custom SMA models to other RIAs, avoiding hedge funds and structured products in its investment solutions.

Len Rittberg is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He is currently with Greybox Investments, where he has worked since 2023. Prior to that, he was with Exos Financial for six years and Adelante Capital Management for nine years. Greybox Investments provides portfolio management and wealth-management services primarily to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm uses a quantitative multi-factor approach combined with fundamental assessment to construct equity strategies and offers customized SMA models to other RIAs.

Kenneth Carlson is a CFA® charterholder with 10 years of industry experience, currently serving at Greybox Investments in Birmingham, AL. He has worked at DMC Group, LLC since 2015 and maintains active roles in several family-owned businesses, including Albemarle Corporation, Martin Farm, and Rockhouse, LLC, where he contributes to farm operations outside of trading hours. Greybox Investments provides portfolio and wealth management services primarily to individual and high-net-worth clients, as well as charitable organizations and other registered investment advisers, using a quantitative multi-factor investment approach combined with fundamental analysis. The firm offers customized single-sleeve models to other RIAs and focuses on forward-looking risk and return estimates while avoiding hedge funds and structured products.