Carret Asset Management, LLC

Wayne Reisner is a financial advisor at Carret Asset Management, LLC with 21 years of industry experience. He holds the Series 65 designation and has been with Carret since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, using a variety of techniques such as long and short positions, options, and leveraged ETFs.

Laurence Golding is a financial advisor at Carret Asset Management, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret Asset Management since 2007. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored investment strategies based on fundamental research and employs various techniques such as long and short positions, options, and leveraged ETFs, managing accounts primarily on a discretionary basis.

Matthew Behrman is a financial advisor at Carret Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at BNY Mellon in various roles from 2018 to 2022. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers tailored investment strategies across multiple asset classes and employs a range of techniques such as long and short positions, options, and leveraged ETFs, managing accounts primarily on a discretionary basis.

Elizabeth Newberry is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. She has been with Carret Asset Management, LLC since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a range of distinct sleeves such as fixed income, equity, and custom balanced approaches, often managing accounts on a discretionary basis.

Todd Fliegel is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Carret Asset Management, LLC since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs fundamental research and periodic rebalancing to manage tailored investment strategies across multiple asset classes and techniques, generally on a discretionary basis.

David Pearson is a financial advisor at Carret Asset Management, LLC with 23 years of industry experience. He has been with Carret Asset Management since 2004 and holds Series 63 and Series 65 licenses. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers tailored investment strategies based on fundamental research and periodic rebalancing, employing a variety of techniques and managing accounts primarily on a discretionary basis.

Jack Kaplan is a CFA® charterholder with seven years of industry experience. He has worked at Carret Asset Management, LLC in New York since 2006. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, charitable organizations, and investment companies. The firm offers tailored investment strategies based on fundamental research, employing various techniques such as long and short positions, options, and leveraged ETFs, and also serves as an adviser to an SEC-registered investment company.

Neil Klein is a financial advisor at Carret Asset Management, LLC in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret since 2008. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and offers a range of approaches such as fixed income, equity, and leveraged opportunities, managing accounts primarily on a discretionary basis.

Brendan Devine is a financial advisor at Carret Asset Management, LLC with eight years of industry experience. He has held positions at MarketAxess and Tesla Motors prior to joining Carret in 2023. He holds Series 63 and Series 65 licenses. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs tailored investment strategies based on fundamental research, utilizing a variety of techniques such as long and short positions, options, and leveraged ETFs, and also serves as an adviser to an SEC-registered investment company.

Franklin Levering is a CFA® charterholder with 14 years of experience at Carret Asset Management, LLC, based in Denver, CO. He has been with Carret since 2012. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a variety of specialized approaches such as Fixed Income Opportunity and Leveraged Opportunity strategies.

Jason Graybill is a CFA® charterholder with 13 years of industry experience. He has been with Carret Asset Management, LLC since 2008. Outside of his advisory role, he is a part owner of a real estate investment company. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, institutions, and other investment advisers. The firm employs tailored investment strategies based on fundamental research and offers a variety of specialized sleeves, managing accounts primarily on a discretionary basis.