Todd Richard Fliegel
Membre du Comité d'Investissement chez Carret Asset Management LLC
Profil
Mr. Todd R.
Fliegel, CFA, is a Managing Director at Carret Asset Management LLC and a Member at The New York Society of Security Analysts, Inc. He has over 20 years of experience in the investment management industry.
He serves on Carret’s Equity Investment Policy Committee.
He is a Portfolio Manager of equity and balanced portfolios for high net worth individuals, families, and trusts.
Mr. Fliegel was a Vice President of Manchester Capital Corporation until it was sold to Carret in 2002.
Mr. Fliegel received his undergraduate degree from Seton Hall University.
He is a member of the CFA Institute and New York Society of Security Analysts.
Postes actifs de Todd Richard Fliegel
| Sociétés | Poste | Début |
|---|---|---|
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Membre du Comité d'Investissement | 01/01/2002 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | 10/05/2011 |
Anciens postes connus de Todd Richard Fliegel
| Sociétés | Poste | Fin |
|---|---|---|
| Manchester Capital Corp. | Corporate Officer/Principal | 31/12/2001 |
Formation de Todd Richard Fliegel
| Seton Hall University | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Finance |
| Manchester Capital Corp. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
