Betsy Newberry
Investment Committee Member at Carret Asset Management LLC
Profile
Ms. Elizabeth A.
Newberry, CFA MBA, is a Managing Director at Carret Asset Management LLC.
She has over 30 years of experience in the investment management industry.
She serves on Carret’s Equity Investment Policy Committee.
She is a Portfolio Manager for high net-worth individuals, families, and trusts.
Ms. Newberry was a Vice President of Manchester Capital Corporation until it was sold to Carret in 2002.
Ms. Newberry received her B.S.
degree in Finance from American University and an MBA from George Washington University.
She is a member of the CFA Institute and New York Society of Security Analysts.
Betsy Newberry active positions
| Companies | Position | Start |
|---|---|---|
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. | Investment Committee Member | 2001-12-31 |
Former positions of Betsy Newberry
| Companies | Position | End |
|---|---|---|
| Manchester Capital Corp. | Portfolio Manager-Equities | 2001-12-30 |
Training of Betsy Newberry
| George Washington University | Masters Business Admin |
| American University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
| Manchester Capital Corp. | Finance |
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