Carret Asset Management
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Carret Asset Management Employees
Employee
Years
Job
Industry
Alicia Broehl Alicia Broehl's Carret Asset Management Experience January 2001 - May 2002
Job Principal Owner at Alicia Jayne Florals
Industry Design
Experience
Alicia Jayne Florals 2010 - Present
McGinn Investment Mgmt. May 2002 - Present
Carret Asset Management January 2001 - May 2002
Education
James Madison University 1996 — 2000
BBA, Finance
Alicia Jayne Florals 2010 - Present
McGinn Investment Mgmt. May 2002 - Present
Carret Asset Management January 2001 - May 2002
Education
James Madison University 1996 — 2000
BBA, Finance
Samuel Nicholls Samuel Nicholls's Carret Asset Management Experience January 2008 - March 2009
Job Valuation Expert Specializing in Litigation Support, and Professor of Investment Banking
Industry Management Consulting
Experience
Willamette Management Associates February 2014 - Present
Strategic Business Consulting March 2009 - Present
Carret Asset Management January 2008 - March 2009
W. Quillen Securities 2005 - 2008
iQ Venture Partners 2003 - 2005
Gerard Klauer Mattison (acquired by Bank of Montreal 2003) 1999 - 2003
Wolfensohn Partners 1997 - 1999
Temp: Rockefeller & Company ; First Albany Corp. 1995 - 1997
Student at Yale School of Management (M.B.A. program) 1993 - 1995
Kidder Peabody 1991 - 1993
Skills
Financial Modeling, Private Equity, Due Diligence, Investments, Financial Analysis, Portfolio Management, Venture Capital, Business Analysis, Strategy, Competitive Intelligence, Strategic Planning, Equity Research, Business Valuation, Business Strategy, Capital Markets, Market Research, Competitive Analysis, Strategy Development, Report Writing, Financial Projections, M&A due diligence, Sector Analysis, Macroeconomics, GAAP, Capital Management, Cash Flow Forecasting, Litigation Support, Business Litigation, Securities Litigation, Estate Planning, Tax Compliance, USPAP, Business Appraisals, Equities, Analysis, Fundamental Analysis
Education
Yale University - Yale School of Management 1993 — 1995
M.B.A., Finance, 4.0
Hamilton College 1985 — 1989
B.A., Government, 3.2
Kent School 1983 — 1985
High School
Eaglebrook School 1981 — 1983
Elementary
St. Bernard's School 1973 — 1981
Elementary
Willamette Management Associates February 2014 - Present
Strategic Business Consulting March 2009 - Present
Carret Asset Management January 2008 - March 2009
W. Quillen Securities 2005 - 2008
iQ Venture Partners 2003 - 2005
Gerard Klauer Mattison (acquired by Bank of Montreal 2003) 1999 - 2003
Wolfensohn Partners 1997 - 1999
Temp: Rockefeller & Company ; First Albany Corp. 1995 - 1997
Student at Yale School of Management (M.B.A. program) 1993 - 1995
Kidder Peabody 1991 - 1993
Skills
Financial Modeling, Private Equity, Due Diligence, Investments, Financial Analysis, Portfolio Management, Venture Capital, Business Analysis, Strategy, Competitive Intelligence, Strategic Planning, Equity Research, Business Valuation, Business Strategy, Capital Markets, Market Research, Competitive Analysis, Strategy Development, Report Writing, Financial Projections, M&A due diligence, Sector Analysis, Macroeconomics, GAAP, Capital Management, Cash Flow Forecasting, Litigation Support, Business Litigation, Securities Litigation, Estate Planning, Tax Compliance, USPAP, Business Appraisals, Equities, Analysis, Fundamental Analysis
Education
Yale University - Yale School of Management 1993 — 1995
M.B.A., Finance, 4.0
Hamilton College 1985 — 1989
B.A., Government, 3.2
Kent School 1983 — 1985
High School
Eaglebrook School 1981 — 1983
Elementary
St. Bernard's School 1973 — 1981
Elementary
Sandra Henriquez Sandra Henriquez's Carret Asset Management Experience Operations Analyst/CashieringBarclays Wealth/Lehman Brothers, Inc.October 2004 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Carret Asset Management Operations Analyst/CashieringBarclays Wealth/Lehman Brothers, Inc.October 2004 - April 2009
Lehman Brothers, Inc. April 1997 - October 2003
Lehman Brothers, Inc. May 1994 - March 1997
Education
City University of New York-Hunter College
Bachelor's degree
Hunter College
B.A, Psychology/Sociology
Carret Asset Management Operations Analyst/CashieringBarclays Wealth/Lehman Brothers, Inc.October 2004 - April 2009
Lehman Brothers, Inc. April 1997 - October 2003
Lehman Brothers, Inc. May 1994 - March 1997
Education
City University of New York-Hunter College
Bachelor's degree
Hunter College
B.A, Psychology/Sociology
Marcin Brozek Marcin Brozek's Carret Asset Management Experience February 2009 - October 2010
Job Wealth Management, Planning and Analysis
Industry Investment Management
Experience
NYU - School of Continuing and Professional Studies November 2013 - Present
UBS Wealth Management January 2011 - November 2013
Carret Asset Management February 2009 - October 2010
Warfield Associates May 2004 - February 2009
LOT Polish Airlines April 2002 - May 2004
Skills
Financial Reporting, Financial Modeling, Fixed Income, Investments, Financial Analysis, Hedge Funds, Accounting, Equities, Trading, MS Access, Alternative Investments
Education
New York University 2013 — 2014
Certificate in Financial Risk Management - SCPS, Coursework Completed: 1.Derivatives Modeling Using VBA; 2.Interest Rate Swaps
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Finance
NYU - School of Continuing and Professional Studies November 2013 - Present
UBS Wealth Management January 2011 - November 2013
Carret Asset Management February 2009 - October 2010
Warfield Associates May 2004 - February 2009
LOT Polish Airlines April 2002 - May 2004
Skills
Financial Reporting, Financial Modeling, Fixed Income, Investments, Financial Analysis, Hedge Funds, Accounting, Equities, Trading, MS Access, Alternative Investments
Education
New York University 2013 — 2014
Certificate in Financial Risk Management - SCPS, Coursework Completed: 1.Derivatives Modeling Using VBA; 2.Interest Rate Swaps
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Finance
Thomas Blodgett Jr. Thomas Blodgett Jr.'s Carret Asset Management Experience September 2004 - May 2008
Job Director of Extended Day Programs at St. Hilda's & St. Hugh's
Industry Education Management
Experience
St. Hilda's & St. Hugh's August 2011 - Present
Carret Asset Management September 2004 - May 2008
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
Harvard University 1997 — 2001
BA, English
Phillips Exeter Academy 1996 — 1997
Hotchkiss School 1993 — 1996
St. Hilda's & St. Hugh's August 2011 - Present
Carret Asset Management September 2004 - May 2008
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
Harvard University 1997 — 2001
BA, English
Phillips Exeter Academy 1996 — 1997
Hotchkiss School 1993 — 1996
Shawn Parris's Carret Asset Management Experience January 2013 - April 2013
Job Institutional Manager at Schroders
Industry Capital Markets
Experience
Schroders June 2013 - Present
Carret Asset Management January 2013 - April 2013
Philadelphia International Advisors June 2008 - December 2012
BISYS September 2006 - May 2008
Skills
Equities, Mutual Funds, Bloomberg, Asset Management, Investment Management, Financial Analysis, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Allocation, Investments, Corporate Finance, Private Equity
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance, 3.6/4.0
Drexel University - College of Business and Administration 2003 — 2008
Bsc, Finance, 3.4/4.0
Schroders June 2013 - Present
Carret Asset Management January 2013 - April 2013
Philadelphia International Advisors June 2008 - December 2012
BISYS September 2006 - May 2008
Skills
Equities, Mutual Funds, Bloomberg, Asset Management, Investment Management, Financial Analysis, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Allocation, Investments, Corporate Finance, Private Equity
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance, 3.6/4.0
Drexel University - College of Business and Administration 2003 — 2008
Bsc, Finance, 3.4/4.0
Don Gimbel Don Gimbel's Carret Asset Management Experience September 2000 - June 2013
Job Portfolio Manager at Geneva Investment Management of Chicago
Industry Banking
Experience
Geneva Investment Management of Chicago July 2013 - Present
Carret Asset Management September 2000 - June 2013
Gimbel Asset Management December 1985 - September 2000
Kidder Peabody June 1975 - July 1985
Skills
English, Outlook, Photoshop, Strategic Planning, HTML, Public Speaking, Budgets, C++, Editing, C, Team Building, Negotiation, Fundraising, Relative Value, Corporate Development, MetaTrader, Leadership, Advertising, Series 7, Financial Modeling, High Yield, Principal Investing, Public Relations, Marketing, Tactical Asset..., Equities, Global Macro, Valuation, Special Situations, Equity Research, Marketing Strategy, Non-profits, Social Media, Business Strategy, New Business Development, Due Diligence, Start-ups, Private Equity, CDO, Investments, Event Driven, Program Management, Merchant Banking, Hedge Funds, Private Placements, Sales, Credit Trading, Nonprofits, Series 63, Asset Managment
Education
Georgetown University 1960 — 1964
Georgetown University School of Foreign Service 1960 — 1964
Bachelor of Science (BS), International Economics
Geneva Investment Management of Chicago July 2013 - Present
Carret Asset Management September 2000 - June 2013
Gimbel Asset Management December 1985 - September 2000
Kidder Peabody June 1975 - July 1985
Skills
English, Outlook, Photoshop, Strategic Planning, HTML, Public Speaking, Budgets, C++, Editing, C, Team Building, Negotiation, Fundraising, Relative Value, Corporate Development, MetaTrader, Leadership, Advertising, Series 7, Financial Modeling, High Yield, Principal Investing, Public Relations, Marketing, Tactical Asset..., Equities, Global Macro, Valuation, Special Situations, Equity Research, Marketing Strategy, Non-profits, Social Media, Business Strategy, New Business Development, Due Diligence, Start-ups, Private Equity, CDO, Investments, Event Driven, Program Management, Merchant Banking, Hedge Funds, Private Placements, Sales, Credit Trading, Nonprofits, Series 63, Asset Managment
Education
Georgetown University 1960 — 1964
Georgetown University School of Foreign Service 1960 — 1964
Bachelor of Science (BS), International Economics
Melissa Gladding Melissa Gladding's Carret Asset Management Experience December 2006 - October 2007
Job Senior Administrative Coordinator at Alexion Pharmaceuticals
Industry Pharmaceuticals
Experience
Alexion Pharmaceuticals July 2011 - Present
JRG Apparel Group May 2010 - May 2011
Ultimate Game Sports Complex, LLC May 2008 - April 2010
Carret Asset Management December 2006 - October 2007
V.J. Technologies February 2004 - October 2006
Skills
Time Management, Accounts Payable, Microsoft Office, Accounts Receivable, Management, Access, Outlook, Invoicing, Payroll, Accounting, Microsoft Excel, Human Resources, PowerPoint
Education
Gateway Community College 2002 — 2005
Associate Degree, Liberal Arts
Branford High School 1999 — 2001
Alexion Pharmaceuticals July 2011 - Present
JRG Apparel Group May 2010 - May 2011
Ultimate Game Sports Complex, LLC May 2008 - April 2010
Carret Asset Management December 2006 - October 2007
V.J. Technologies February 2004 - October 2006
Skills
Time Management, Accounts Payable, Microsoft Office, Accounts Receivable, Management, Access, Outlook, Invoicing, Payroll, Accounting, Microsoft Excel, Human Resources, PowerPoint
Education
Gateway Community College 2002 — 2005
Associate Degree, Liberal Arts
Branford High School 1999 — 2001
Ryan Hitt's Carret Asset Management Experience March 2003 - March 2007
Job Managing Director of Operations and Chief Technology Officer at CapWealth Advisors
Industry Financial Services
Experience
CapWealth Advisors, LLC October 2009 - Present
InvestTech Systems Consulting, Inc. March 2007 - June 2009
Carret Asset Management, March 2003 - March 2007
The Abernathy Group March 2002 - March 2003
Credit Suisse First Boston/Pershing, January 2001 - September 2002
Morgan Keegan & Co., March 1996 - April 2001
Education
Saint Peter's University 2003 — 2004
MBA, Management
CapWealth Advisors, LLC October 2009 - Present
InvestTech Systems Consulting, Inc. March 2007 - June 2009
Carret Asset Management, March 2003 - March 2007
The Abernathy Group March 2002 - March 2003
Credit Suisse First Boston/Pershing, January 2001 - September 2002
Morgan Keegan & Co., March 1996 - April 2001
Education
Saint Peter's University 2003 — 2004
MBA, Management
Betsy Newberry's Carret Asset Management Experience June 2002 - Present
Job Managing Director at Carret Asset Management
Industry Financial Services
Experience
Carret Asset Management June 2002 - Present
Carret Asset Management June 2002 - Present
Manchester Capital Corp April 1996 - June 2002
Zirkin-Cutler Investments, Inc. January 1990 - March 1996
Skills
Investments, Financial Services, Fixed Income, Portfolio Management, Management, New Business Development, Wealth Management, Equities, Asset Management, Strategy, Strategic Planning
Education
The George Washington University - School of Business 1987 — 1989
MBA, Finance and Investments
American University - Kogod School of Business
Mohonasen Senior High School
Carret Asset Management June 2002 - Present
Carret Asset Management June 2002 - Present
Manchester Capital Corp April 1996 - June 2002
Zirkin-Cutler Investments, Inc. January 1990 - March 1996
Skills
Investments, Financial Services, Fixed Income, Portfolio Management, Management, New Business Development, Wealth Management, Equities, Asset Management, Strategy, Strategic Planning
Education
The George Washington University - School of Business 1987 — 1989
MBA, Finance and Investments
American University - Kogod School of Business
Mohonasen Senior High School
Marco Vega's Carret Asset Management Experience Board MemberBrean Capital, LLC2005 - 2015
Job COO at Carret Asset Management
Industry Financial Services
Experience
Carret Asset Management Board MemberBrean Capital, LLC2005 - 2015
Brean Capital, LLC 2005 - 2015
MPCA 2006 - 2013
Quadrant Management 2010 - 2012
Finamex 1997 - 2003
Serfin Securities 1992 - 1994
Education
St. John's University, The Peter J. Tobin College of Business
Carret Asset Management Board MemberBrean Capital, LLC2005 - 2015
Brean Capital, LLC 2005 - 2015
MPCA 2006 - 2013
Quadrant Management 2010 - 2012
Finamex 1997 - 2003
Serfin Securities 1992 - 1994
Education
St. John's University, The Peter J. Tobin College of Business
Donald Gimbel's Carret Asset Management Experience 2000 - Present
Job Senior Managing Director at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management 2000 - Present
Education
Georgetown University 1960 — 1964
bsfs, economics
Carret Asset Management 2000 - Present
Education
Georgetown University 1960 — 1964
bsfs, economics
Laurence Golding's Carret Asset Management Experience
Job Managing Director at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management
Education
Harvard Business School 1982 — 1984
Master of Business Administration (M.B.A.)
Harvard University 1973 — 1977
Bachelor’s Degree, History
Carret Asset Management
Education
Harvard Business School 1982 — 1984
Master of Business Administration (M.B.A.)
Harvard University 1973 — 1977
Bachelor’s Degree, History
Alan Koepplin's Carret Asset Management Experience 2003 - 2008
Job CEO/CIO Koepplin Family Trust
Industry Investment Management
Experience
HSBC Retail Banking and Wealth Management March 2013 - May 2014
Wells Fargo Advisors LLC June 2010 - March 2013
Carret Asset Management 2003 - 2008
Trust Company of the West 2001 - 2003
SG Cowen Asset Management 1995 - 2001
BNY Mellon 1985 - 1992
Skills
Portfolio Management, Finance, Investments, Equities, Mutual Funds, Asset Management, Management, Fixed Income, Asset Allocation, Securities, Series 7, Wealth Management
Education
Adelphi University 1985 — 1987
MS, Finance
LIU Post 1974 — 1977
BS Finance, Finance, General
HSBC Retail Banking and Wealth Management March 2013 - May 2014
Wells Fargo Advisors LLC June 2010 - March 2013
Carret Asset Management 2003 - 2008
Trust Company of the West 2001 - 2003
SG Cowen Asset Management 1995 - 2001
BNY Mellon 1985 - 1992
Skills
Portfolio Management, Finance, Investments, Equities, Mutual Funds, Asset Management, Management, Fixed Income, Asset Allocation, Securities, Series 7, Wealth Management
Education
Adelphi University 1985 — 1987
MS, Finance
LIU Post 1974 — 1977
BS Finance, Finance, General
Jessica Leverich's Carret Asset Management Experience December 2008 - October 2012
Job Client Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2014 - Present
Raymond James November 2012 - September 2014
Carret Asset Management December 2008 - October 2012
Skills
Portfolio Management, Series 7, Asset Managment, Wealth Management, Investments, Investment Advisory, Financial Analysis, Separately Managed..., Performance Attribution, ETFs, Investment Management, Asset Allocation, Fixed Income, Mutual Funds, Asset Management, Securities
Education
University of Hartford 1998 — 2002
Bachelor's degree
WWPHS
Neuberger Berman September 2014 - Present
Raymond James November 2012 - September 2014
Carret Asset Management December 2008 - October 2012
Skills
Portfolio Management, Series 7, Asset Managment, Wealth Management, Investments, Investment Advisory, Financial Analysis, Separately Managed..., Performance Attribution, ETFs, Investment Management, Asset Allocation, Fixed Income, Mutual Funds, Asset Management, Securities
Education
University of Hartford 1998 — 2002
Bachelor's degree
WWPHS
Virginia Higgins's Carret Asset Management Experience December 2004 - March 2006
Job Financial Planner
Industry Financial Services
Experience
TIAA-CREF March 2006 - March 2009
Carret Asset Management December 2004 - March 2006
Charles Schwab August 2000 - October 2004
Education
Adelphi University
MBA, Finance
Long Island University
Certificate Financial Planning
West Virginia University
BS
TIAA-CREF March 2006 - March 2009
Carret Asset Management December 2004 - March 2006
Charles Schwab August 2000 - October 2004
Education
Adelphi University
MBA, Finance
Long Island University
Certificate Financial Planning
West Virginia University
BS
Jeremy Haiting's Carret Asset Management Experience September 2002 - August 2003
Job Production Associate at Moody's
Industry Publishing
Experience
Moody's Corporation June 2014 - Present
DC Comics January 2007 - June 2014
DC Comics January 2006 - December 2006
DC Comics June 2004 - December 2005
DC Comics January 2004 - April 2004
Carret Asset Management September 2002 - August 2003
Skills
Project Management, Proficient in Quark 6.0..., Working knowledge of..., Practical knowledge of..., Knowledgeable in Kodak..., Working knowledge of..., Familiar with FoxPro...
Education
City University of New York-Baruch College 2014 — 2014
New York University, Stern School of Business 2001 — 2003
Bachelor of Science (BS)
New York University, School of Continuing and Professional Studies 1999 — 2001
Associate of Arts (A.A.)
Moody's Corporation June 2014 - Present
DC Comics January 2007 - June 2014
DC Comics January 2006 - December 2006
DC Comics June 2004 - December 2005
DC Comics January 2004 - April 2004
Carret Asset Management September 2002 - August 2003
Skills
Project Management, Proficient in Quark 6.0..., Working knowledge of..., Practical knowledge of..., Knowledgeable in Kodak..., Working knowledge of..., Familiar with FoxPro...
Education
City University of New York-Baruch College 2014 — 2014
New York University, Stern School of Business 2001 — 2003
Bachelor of Science (BS)
New York University, School of Continuing and Professional Studies 1999 — 2001
Associate of Arts (A.A.)
Stephen Shankman's Carret Asset Management Experience 2003 - 2004
Job Healthcare I/T Investment Banking at Marlin & Associates
Industry Financial Services
Experience
Marlin & Associates 2013 - Present
UBS 2010 - 2012
Natixis 2004 - 2009
Carret Asset Management 2003 - 2004
Bernstein Investment Research and Management 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1994 — 1998
Bachelor's degree, Psychology and Pre-Med
Marlin & Associates 2013 - Present
UBS 2010 - 2012
Natixis 2004 - 2009
Carret Asset Management 2003 - 2004
Bernstein Investment Research and Management 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1994 — 1998
Bachelor's degree, Psychology and Pre-Med
Jack Kaplan's Carret Asset Management Experience 2006 - Present
Job Managing Director at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management 2006 - Present
Trilogy Advisors 2004 - 2006
Dominick & Dominick LLC 2001 - 2004
Clay Finlay 1991 - 2001
Skills
Asset Managment, Equities, Hedge Funds, Alternative Investments, Investments, Equity Research, Fixed Income, Bloomberg, Financial Modeling, Valuation, Securities, ETFs, Investment Strategies, Derivatives, Capital Markets
Education
Wharton School, University of Pennsylvania 1987 — 1991
Bachelor of Science (BS), Economics
Chartered Financial Analyst
Carret Asset Management 2006 - Present
Trilogy Advisors 2004 - 2006
Dominick & Dominick LLC 2001 - 2004
Clay Finlay 1991 - 2001
Skills
Asset Managment, Equities, Hedge Funds, Alternative Investments, Investments, Equity Research, Fixed Income, Bloomberg, Financial Modeling, Valuation, Securities, ETFs, Investment Strategies, Derivatives, Capital Markets
Education
Wharton School, University of Pennsylvania 1987 — 1991
Bachelor of Science (BS), Economics
Chartered Financial Analyst
Todd Fliegel, CFA's Carret Asset Management Experience
Job Managing Director at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management
Education
Seton Hall University
Bachelor of Science (BS), Finance
Carret Asset Management
Education
Seton Hall University
Bachelor of Science (BS), Finance
Neil Klein's Carret Asset Management Experience May 2008 - Present
Job Senior Portfolio Manager & Principal at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management May 2008 - Present
Abner, Herrman & Brock Asset Management 2005 - 2008
Oppenheimer & Co. 1996 - 2005
Merrill Lynch Asset Management 1992 - 1996
Merrill Lynch 1987 - 1992
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA
Penn State University 1983 — 1987
BA, Agri Business Mgmt
Carret Asset Management May 2008 - Present
Abner, Herrman & Brock Asset Management 2005 - 2008
Oppenheimer & Co. 1996 - 2005
Merrill Lynch Asset Management 1992 - 1996
Merrill Lynch 1987 - 1992
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA
Penn State University 1983 — 1987
BA, Agri Business Mgmt
Dan Hribok's Carret Asset Management Experience 2000 - 2005
Job Chief Financial Officer at The Gottlieb Law Firm PLLC
Industry Law Practice
Experience
The Gottlieb Law Firm PLLC October 2012 - Present
Santemma & Deutsch LLP August 2011 - October 2012
Ruskin Moscou Faltischek, PC January 2008 - July 2011
Jaspan Schlesinger Hoffman LLP 2006 - 2008
Carret Asset Management 2000 - 2005
Daniel S. Kampel Associates 1999 - 2000
Sumitomo Bank of New York Trust Company 1996 - 1998
Daiwa Bank Trust Company 1987 - 1996
Skills
Asset Managment, Bankruptcy, CPA, Commercial Real Estate, Corporate Law, Due Diligence, Finance, Financial Analysis, High Net Worth..., Litigation, Management, Mergers, Portfolio Management, Strategic Financial..., Strategic Planning, System Administration, Trusts
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Investments and Portfolio Management
Hofstra University 1978 — 1982
BBA, Banking, Finance & Investments
The Gottlieb Law Firm PLLC October 2012 - Present
Santemma & Deutsch LLP August 2011 - October 2012
Ruskin Moscou Faltischek, PC January 2008 - July 2011
Jaspan Schlesinger Hoffman LLP 2006 - 2008
Carret Asset Management 2000 - 2005
Daniel S. Kampel Associates 1999 - 2000
Sumitomo Bank of New York Trust Company 1996 - 1998
Daiwa Bank Trust Company 1987 - 1996
Skills
Asset Managment, Bankruptcy, CPA, Commercial Real Estate, Corporate Law, Due Diligence, Finance, Financial Analysis, High Net Worth..., Litigation, Management, Mergers, Portfolio Management, Strategic Financial..., Strategic Planning, System Administration, Trusts
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Investments and Portfolio Management
Hofstra University 1978 — 1982
BBA, Banking, Finance & Investments