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Todd Richard Fliegel
Lid van de Investeringscommissie bij
Carret Asset Management LLC
Profiel
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.
Actieve functies van Todd Richard Fliegel
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 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 |
Eerdere bekende functies van Todd Richard Fliegel
| Bedrijven | Functie | Einde |
|---|---|---|
Manchester Capital Corp.
 Manchester Capital Corp. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31-12-2001 |
Opleiding van Todd Richard Fliegel
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
82
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
