Sandy Pearson
Mitglied des Investmentausschusses bei Carret Asset Management LLC
Profil
Mr. David P.
Pearson is a Senior Managing Director at Carret Asset Management LLC.
He has over 40 years of experience in the investment management industry.
He joined the firm in 1990 and worked alongside Philip Carret for seven years.
At Carret, he manages individual and institutional equity accounts with a focus on long term growth.
Sandy is a member of Carret’s Equity Investment Policy committee.
Earlier in his career, Mr. Pearson spent three years as a supply officer in the U.S.
Navy before serving in the investment departments at Chemical Bank (now JPMorgan Chase) and Kidder, Peabody with a range of research and portfolio management responsibilities.
He received his undergraduate degree from Yale University and an MBA from New York University.
Aktive Positionen von Sandy Pearson
Unternehmen | Position | Beginn |
---|---|---|
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. | Mitglied des Investmentausschusses | 01.01.1990 |
Ehemalige bekannte Positionen von Sandy Pearson
Unternehmen | Position | Ende |
---|---|---|
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
United States Navy (District of Columbia) | Corporate Officer/Principal | - |
Chemical Bank Corp. | Corporate Officer/Principal | 22.07.2003 |
Ausbildung von Sandy Pearson
New York University | Masters Business Admin |
Yale University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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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. | Finance |
Chemical Bank Corp. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
United States Navy (District of Columbia) | Government |