Frank Levering

Frank Levering is a Portfolio Manager at Carret. He has over 10 years of experience in the investment management industry having started with Carret in 2012. Frank is a member of Carret’s Fixed Income Investment Policy Committee and is involved in all facets of the Firm’s taxable fixed-income capabilities. He is active in Carret’s research, trading, and portfolio management functions. Frank is the Co-Manager of the Taxable Fixed Income Strategy. Prior to joining Carret, Frank began his investment career in 2010 at AEGIS Insurance Services Investment Division in East Rutherford, NJ.

Education / Affiliations:

Frank is a CFA charterholder and a member of the CFA Institute and the CFA Society of Denver. He earned a BS in Finance from the Ramapo College of New Jersey.

Outside Carret:

Frank enjoys spending time in the mountains camping or skiing as well as his annual trip to the Jersey Shore.