Anthony Orphanos
Net worth: 864 099 $ as of 2024-04-29
Profile
Mr. Anthony G.
Orphanos is Senior Managing Director at Carret Asset Management LLC.Prior to joining Carret in 2008, he had been with Austin Investment Management since 2004 as an advisor to Austin's private and institutional advisory business.
From 1977 through 1998, he was at E.M.
Warburg, Pincus where he was a Managing Director and portfolio manager of the Warburg Pincus Growth and Income Fund.
Prior to joining Austin, he was the Chief Investment Officer at Howard Capital Management from 1998 through 2003.
Mr. Orphanos has an AB in Economics from Harvard College and an MBA from New York University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-07-31 | 1,358,646 ( 2.42% ) | 864 099 $ | 2024-04-29 |
Former positions of Anthony Orphanos
| Companies | Position | End |
|---|---|---|
Austin Investment Management, Inc.
 Austin Investment Management, Inc. Investment ManagersFinance Austin Investment Management, Inc. is a registered investment advisor located in New York City. They manage the Austin Global Equity Fund | Portfolio Manager-Equities | 2007-12-30 |
Howard Capital Management, Inc. (California)
 Howard Capital Management, Inc. (California) Investment ManagersFinance Howard Capital Management, Inc. is an independent wealth management firm headquartered in Los Angeles, California. The firm was founded by Harold Howard in 1974 and provides investment advice to high net-worth families and individuals, foundations, charitable entities, and endowments. | Chief Investment Officer | 2007-02-27 |
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 | - |
Training of Anthony Orphanos
| Harvard University | Undergraduate Degree |
| New York University | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Howard Capital Management, Inc. (California)
Howard Capital Management, Inc. (California) Investment ManagersFinance Howard Capital Management, Inc. is an independent wealth management firm headquartered in Los Angeles, California. The firm was founded by Harold Howard in 1974 and provides investment advice to high net-worth families and individuals, foundations, charitable entities, and endowments. | Finance |
Austin Investment Management, Inc.
Austin Investment Management, Inc. Investment ManagersFinance Austin Investment Management, Inc. is a registered investment advisor located in New York City. They manage the Austin Global Equity Fund | Finance |
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 |
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