Profile
Mr. Koepplin joined Carret in 2002 from SG Cowen Asset Management.
Prior to this, he was Portfolio Manager with Zirkin-Cutler Investments in Washington, D.C.
Mr. Koepplin began his career in 1978 at Equitable Life Assurance Company of America.
Mr. Koepplin received his MS from Adelphi University & his BS from C.W.
Post College of Long Island University.
Former positions of Alan E. Koepplin
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 2010-04-29 |
| SG Cowen Asset Management | Corporate Officer/Principal | 2001-12-30 |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Zirkin-Cutler Investments, Inc.
 Zirkin-Cutler Investments, Inc. Investment ManagersFinance Founded in 1973 by Harold Zirkin, Zirkin-Cutler Investments, Inc., formerly H. Zirkin Investments, Inc., is a registered investment advisor based in Bethesda, Maryland. The firm is a subsidiary of United Capital Financial Advisers, Inc. and their ultimate parent is United Capital Financial Partners, Inc. They provide investment management services for high net-worth individuals, families, trusts, foundations and businesses. | Portfolio Manager-Equities | - |
Training of Alan E. Koepplin
| Adelphi University | Graduate Degree |
| Long Island University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
| SG Cowen Asset Management | Finance |
Zirkin-Cutler Investments, Inc.
Zirkin-Cutler Investments, Inc. Investment ManagersFinance Founded in 1973 by Harold Zirkin, Zirkin-Cutler Investments, Inc., formerly H. Zirkin Investments, Inc., is a registered investment advisor based in Bethesda, Maryland. The firm is a subsidiary of United Capital Financial Advisers, Inc. and their ultimate parent is United Capital Financial Partners, Inc. They provide investment management services for high net-worth individuals, families, trusts, foundations and businesses. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Miscellaneous |
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