Alan G. Quasha | Hassan Nemazee | Our Founder - The Legacy of Philip L. Carret | Our Investment Professionals

Our Investment Professionals

R. Stephen Bartholow
Pierre J. deVegh
Todd R. Fliegel, CFA
Donald B. Gimbel
Laurence R. Golding
Arthur Gray, Jr.
Jason R. Graybill, CFA
Jack C. Kaplan, CFA
E. Coe Kerr, III
Neil D. Klein
Alan E. Koepplin
Elizabeth Newberry, CFA
Samuel S. Nicholls
Anthony G. Orphanos
David P. Pearson
Wayne Reisner
Linda H. Sutkin
Samuel D. Williams

Our Investment Professionals' Biographies

R. Stephen Bartholow, Jr.

Years of experience: 20
Joined Carret in 1999 from SG Cowen Asset Management
Began career at Dreyfus Personal Management in 1988
Southern Methodist University, B.S.

Pierre J. deVegh

Years of experience: 43
Joined Carret in 1994 from Morgan Stanley Asset Management
Began career at Brown Brothers, Harriman & Co. in 1965
Columbia University, Ph.D. candidate in economics
Harvard College, B.A., cum laude

Todd R. Fliegel, CFA

Years of experience: 16
Joined Carret in 2002 from Manchester Capital Corporation (merged with Carret)
Began career at Chase Asset Management in 1992
Seton Hall University, B.S.

Donald B. Gimbel

Years of experience: 34
Joined Carret in 2000 from Gimbel Asset Management (merged with Carret)
Began career at Merrill Lynch in 1968
Georgetown University School of Foreign Service, B.S.F.S.

Laurence R. Golding

Years of experience: 24
Joined Carret in 2007 from Morse Williams & Co.
Began career at Putnam Management Company in 1984
Harvard Business School, M.B.A.
Harvard College, B.A., cum laude

Arthur Gray, Jr.

Years of experience: 63
Joined Carret in 1999 from SG Cowen Asset Management
Began career at Kuhn Loeb in 1945
Attended Massachusetts Institute of Technology

Jason R. Graybill, CFA

Years of experience: 17
Joined Carret in 2008 from AHB Asset Management
Began career at Oxford Capital Management in 1991
University of Baltimore, M.S.
Towson University, B.S.

Jack C. Kaplan, CFA

Years of experience: 17
Joined Carret in 2006 from Trilogy Advisors
Began career at Clay Finlay, Inc.in 1991
Wharton School @ The University of Pennsylvania, B.S.

E. Coe Kerr, III

Years of experience: 35
Joined Carret in 1997 from H.G. Wellington Capital Management
Began career in 1973 at Chemical Bank
Boston University, B.A.

Neil D. Klein

Years of experience: 21
Joined Carret in 2008 from AHB Asset Management
Began career at Merril Lynch in 1987
Temple University, Fox School of Business Management, M.B.A.
Pennsylvania State University, B.S.

Alan E. Koepplin

Years of experience: 30
Joined carret in 2002 from SG Cowen Asset Management
Portfolio Manager, Zirkin-Cutler Investments in Washington, D.C.
Began career in 1978 at Equitable Life Assurance Company of America
Adelphi University, M.S.
C.W. Post College of Long Island University, B.S.

Elizabeth Newberry, CFA

Years of experience: 21
Joined Carret in 2002 from Manchester Capital Corporation (merged with Carret)
Began career at First American Bank in 1987
George Washington University, M.B.A.
American University, B.S.

Samuel S. Nicholls

Years of experience: 19
Joined Carret in 2008 from W. Quillen Securities
Began career at Lehman Brothers in 1989
Yale School of Management, M.B.A.
Hamilton College, B.A.

Anthony G. Orphanos

Years of experience: 36
Joined Carret in 2008 from Austin Investment Management
Began career at The Dreyfus Corporation in 1972
New York University Graduate School of Business, M.B.A.
Harvard College, B.A.

David P. Pearson

Years of experience: 48
Joined Carret in 1990 from Kidder Peabody
Began career at Chemical Bank (now J.P. Morgan Chase & Co.) in 1960
New York University Graduate School of Business, M.B.A.
Yale University, B.S.

Wayne Reisner

Years of experience: 34
Joined Carret in 2002 from Manchester Capital Corporation (merged with Carret)
Began career as an investment analyst for G.H. Walker, Laird in 1974
George Washington University, graduate studies in Finance and Investments
Lehigh University, B.S., cum laude

Linda H. Sutkin

Years of experience: 28
Joined Carret in 1990 from Shearson Lehman Brothers
Began career at Merrill Lynch in 1980
City University of New York, Queens College, B.A., cum laude

Samuel D. Williams

Years of experience: 44
Joined Carret in 1999 from SG Cowen Asset Management
Began career with Van Strum & Towne, Inc., Investment Counsel in 1964
Harvard College, B.A.