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Todd Richard Fliegel
Membro del Comitato di Investimento presso
Carret Asset Management LLC
Profilo
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 30 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.
Posizioni attive di Todd Richard Fliegel
| Società | Posizione | Inizio |
|---|---|---|
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Membro del Comitato di Investimento | 01/01/2002 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Corporate Officer/Principal | 10/05/2011 |
Precedenti posizioni note di Todd Richard Fliegel
| Società | Posizione | Fine |
|---|---|---|
Manchester Capital Corp.
 Manchester Capital Corp. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2001 |
Formazione di Todd Richard Fliegel
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
82
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Manchester Capital Corp.
Manchester Capital Corp. Investment ManagersFinance Provides investment advice | Finance |
Seton Hall University
 Seton Hall University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Commercial Services |
