Todd Fliegel CFA

Managing Director | New York, NY

Todd is a Managing Director at Carret with 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, fixed income, and balanced portfolios for high net worth individuals, families, and trusts. Todd was a Vice President of Manchester Capital Corporation until it was sold to Carret in 2002.  Prior to that, he was a Portfolio Manager with Bank of NY/Mellon Private Asset Management and Chase Manhattan Private Asset Management.

Education / Affiliations:

Todd is a CFA charterholder and a member of the CFA Institute and the CFA Society New York. He earned a BS in Finance from Seton Hall University.

Outside Carret:

Todd resides in Allendale, New Jersey with his wife and two children.