Princeton Capital Management LLC

Caelan Mccarthy is a CFP® with eight years of industry experience, currently serving as a financial advisor at Princeton Capital Management LLC since 2023. His prior experience includes roles at Condor Capital Management and Merrill Lynch. Princeton Capital Management provides discretionary investment management and supervisory services to private clients, family offices, foundations, endowments, corporations, and other institutions, employing a blend of fundamental and technical analysis across various equity, balanced, and fixed-income strategies. The firm also manages affiliated pooled investment vehicles and participates in wrap fee and model platform arrangements.

Reginald Fitzpatrick is a financial advisor at Princeton Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Princeton Capital Management from 2006 to 2017. Fitzpatrick serves as a director of Intervention Point, a private company that provides administrative documentation services for trust and estate planning. Princeton Capital Management offers discretionary investment management and supervisory services to a diverse client base, including private clients, family offices, foundations, endowments, corporations, and other institutions. The firm manages separate accounts, model portfolios, and sub-advisory relationships, and also acts as investment manager to affiliated long-short limited partnerships. Its investment approach combines fundamental and technical analysis with a long-term orientation across various equity, balanced, and fixed-income strategies.

Alfred Berkeley is a financial advisor at Princeton Capital Management LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Princeton Capital Management since 2013. Outside of his advisory role, he serves on several boards, including XBRL US, the World Economic Forum USA, and Media Tenor, and holds leadership positions such as chairman of the Wall Street Oral History Project and vice chairman of Gentag, Inc. Princeton Capital Management provides discretionary investment management and supervisory services to a diverse client base, including private clients, family offices, foundations, and institutions. The firm employs a blend of fundamental and technical analysis with a long-term investment orientation across various equity, balanced, and fixed-income strategies, managing portfolios on a discretionary basis and utilizing options, derivatives, and limited leverage where appropriate.

Joseph Cajigal is a financial advisor with Princeton Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Hudson Canyon Investment Counselors LLC since 2001. Outside of his advisory role, he is a partner in Farol Management LLC, which acts as general partner to an unregistered investment partnership, and he manages a family office through Cabo Canyon LLC. Princeton Capital Management provides discretionary investment management and supervisory services to private clients, family offices, foundations, endowments, corporations, and institutions across separately managed accounts, model portfolios, and sub-advisory relationships. The firm combines fundamental and technical analysis with a long-term investment approach and manages both separate accounts and affiliated pooled funds.