Neil Douglas Klein
Investment Committee Member at Carret Asset Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Wayne Stanley Reisner | M | - |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 22 years |
| Frank M. Levering | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | - |
| John H. Dunn | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 6 years |
| Todd Richard Fliegel | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 22 years |
| Betsy Newberry | F | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 22 years |
| Jack C. Kaplan | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 18 years |
| Jason Richard Graybill | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 16 years |
| Larry Golding | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 17 years |
| Sandy Pearson | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 34 years |
| Michelle M. Robertson | F | - |
The Pennsylvania State University
| 37 years |
| David Bancroft | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| E. Coe Kerr | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 13 years |
| Bob Campbell | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | - |
| Sandeep Gummadi | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 3 years |
| Tom Kleban | M | - |
The Pennsylvania State University
| 11 years |
| Randy Data | M | 59 |
The Pennsylvania State University
| 4 years |
| Paul Anderson | M | - |
The Pennsylvania State University
| 4 years |
| David Tillman | M | - |
The Pennsylvania State University
| 4 years |
| J. Steven Rutt | M | - |
The Pennsylvania State University
| 3 years |
| Larry Gilbert | M | - |
The Pennsylvania State University
| 4 years |
| Lisa A. Marlin | F | - |
The Pennsylvania State University
| 4 years |
| David Hanna | M | - |
The Pennsylvania State University
| 4 years |
| John E. Puchalla | M | - |
The Pennsylvania State University
| 4 years |
| Vassilios Zarkalis | M | 63 |
The Pennsylvania State University
| 1 years |
| Frank Modruson | M | 64 |
The Pennsylvania State University
| 1 years |
| Wirat Uanarumit | M | 61 |
The Pennsylvania State University
| 1 years |
| Soon Hock Chiam | M | 76 |
The Pennsylvania State University
| 1 years |
| Dan Levi | M | - |
The Pennsylvania State University
| 4 years |
| Kevin Horan | M | - |
The Pennsylvania State University
| 4 years |
| Edward Hogan | M | - |
The Pennsylvania State University
| 3 years |
| Jason L. Hertzberg | M | - |
The Pennsylvania State University
| 4 years |
| Blair Dodds | M | - |
The Pennsylvania State University
| 4 years |
| Eric K. Schomer | M | 60 |
The Pennsylvania State University
| 4 years |
| Jinap binti Salamet | M | 69 |
The Pennsylvania State University
| 3 years |
| William M. Smith | M | - |
The Pennsylvania State University
| 4 years |
| Bradley Ottinger | M | 54 |
The Pennsylvania State University
| 4 years |
| Kevin Craig | M | 59 |
The Pennsylvania State University
| 4 years |
| Neil Kleinman | M | - |
The Pennsylvania State University
| 4 years |
| Mayur Sirdesai | M | - |
The Pennsylvania State University
| 2 years |
| Bill Starnes | M | - |
The Pennsylvania State University
| 4 years |
| Chang Yu | M | 66 |
The Pennsylvania State University
| 3 years |
| Steve P. Brawley | M | - |
The Pennsylvania State University
| 2 years |
| Perry Sternberg | M | 55 |
The Pennsylvania State University
| 3 years |
| Nurmala binti Abdul Rahim | F | 69 |
The Pennsylvania State University
| 1 years |
| Shahid Shah | M | - |
The Pennsylvania State University
| 3 years |
| Spyros A. Degleris | M | 61 |
The Pennsylvania State University
| 4 years |
| Alan Ackerman | M | - |
The Pennsylvania State University
| 4 years |
| Thomas Lu | M | 61 |
The Pennsylvania State University
| 3 years |
| Andrew Michael Maddaloni | M | - |
The Pennsylvania State University
| 4 years |
| Alan E. Koepplin | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 8 years |
| Dominic Varillo | M | - |
The Pennsylvania State University
| 4 years |
| Samuel D. Williams | M | 75 |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 11 years |
| Barry L. Pflueger | M | - |
The Pennsylvania State University
| 4 years |
| Sid Faber | M | - |
The Pennsylvania State University
| 4 years |
| Patrick Smith | M | - |
The Pennsylvania State University
| 4 years |
| Steve Cusma | M | - |
The Pennsylvania State University
| 3 years |
| Michael Hyman | M | - |
The Pennsylvania State University
| 4 years |
| Linda Sutkin | F | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 19 years |
| Glenn J. Gazdik | M | - |
The Pennsylvania State University
| 4 years |
| Scott Pinizzotto | M | - |
The Pennsylvania State University
| 4 years |
| R. Stephen Bartholow | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 11 years |
| Mike A. Nicolais | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 17 years |
| Edward Dowling | M | 68 |
The Pennsylvania State University
| 1 years |
| Arthur Gray | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 9 years |
| Salomon Sredni | M | 57 |
The Pennsylvania State University
| 3 years |
| Matthew Schuyler | M | 58 |
The Pennsylvania State University
| 4 years |
| William Burns | M | 56 |
The Pennsylvania State University
| 2 years |
| Bob Wenzel | M | - |
The Pennsylvania State University
| 4 years |
| Kyle Shannon | M | - |
The Pennsylvania State University
| 4 years |
| Rick D. Pysher | M | - |
The Pennsylvania State University
| 4 years |
| Sandy Matalonis | F | - |
The Pennsylvania State University
| 4 years |
| Sean Tan | M | 57 |
The Pennsylvania State University
| 1 years |
| David M. Yurasits | M | - |
The Pennsylvania State University
| 4 years |
| Douglas R. Matthews | M | 58 |
The Pennsylvania State University
| 4 years |
| Kenneth A. Lauricella | M | 58 |
The Pennsylvania State University
| 4 years |
| Debbie F. Graver | F | - |
The Pennsylvania State University
| 4 years |
| William DeCooman | M | 54 |
The Pennsylvania State University
| 5 years |
| J.J. King | M | - |
The Pennsylvania State University
| 4 years |
| Abdul Farid bin Alias | M | 56 |
The Pennsylvania State University
| 4 years |
| Somesh Jha | M | - |
The Pennsylvania State University
| 1 years |
| Eric Miller | M | - |
The Pennsylvania State University
| 4 years |
| Andrew Hannah | M | - |
The Pennsylvania State University
| 4 years |
| Kevin Scott Sonnett | M | - |
The Pennsylvania State University
| 4 years |
| Samuel S. Nicholls | M | - |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | 2 years |
| Doug Adams | M | - |
The Pennsylvania State University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 85 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Neil Douglas Klein
- Personal Network
