Todd Richard Fliegel

Investment Committee Member at

Carret Asset Management LLC

Finance

Consumer Services

Commercial Services

Profile

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.

Todd Richard Fliegel active positions

Companies	Position	Start
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.	Investment Committee Member	2001-12-31
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	2011-05-09

All active positions of Todd Richard Fliegel

Former positions of Todd Richard Fliegel

Companies	Position	End
Manchester Capital Corp. Manchester Capital Corp. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	2001-12-30

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Linked companies

Private companies	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