Frank M. Levering
Analyst-Fixed Income at Carret Asset Management LLC
Profile
Mr. Frank M.
Levering, CFA, is a Portfolio Manager at Carret Asset Management LLC.
He has over 10 years of experience in the investment management industry.
At Carret, he is a member of the Fixed Income team and is active in Fixed Income research and trading functions.
He is a member of Carret’s Fixed Income Investment Policy Committee.
Prior to joining Carret, he began his investment career in 2010 at AEGIS Insurance Services Investment Division in East Rutherford, NJ.
He received his undergraduate degree from Ramapo College of New Jersey.
Frank M. Levering 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. | Analyst-Fixed Income | - |
Former positions of Frank M. Levering
Companies | Position | End |
---|---|---|
AEGIS Insurance Services, Inc. (New Jersey)
AEGIS Insurance Services, Inc. (New Jersey) Insurance Brokers/ServicesFinance Part of Associated Electric & Gas Insurance Services Ltd., AEGIS Insurance Services, Inc. is an American New Jersey-based company that provides tailored underwriting, claims, and loss control services to member companies. AEGIS underwrites every risk on an individual basis, ensuring that each policy fits the specific needs of the member company at a fair price. The collaborative approach to claims has distinguished AEGIS from commercial insurers since its inception in 1975. AEGIS provides member companies with deep expertise and a wide range of loss control products, services, and educational opportunities that cannot be matched by commercial insurers. As a Lloyd's of Syndicate and part of a long-established mutual insurance business, AEGIS provides clients with specialist knowledge, continuity, and security across many classes of business. | Corporate Officer/Principal | 2012-05-30 |
Training of Frank M. Levering
Ramapo College of New Jersey | 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 |
AEGIS Insurance Services, Inc. (New Jersey)
AEGIS Insurance Services, Inc. (New Jersey) Insurance Brokers/ServicesFinance Part of Associated Electric & Gas Insurance Services Ltd., AEGIS Insurance Services, Inc. is an American New Jersey-based company that provides tailored underwriting, claims, and loss control services to member companies. AEGIS underwrites every risk on an individual basis, ensuring that each policy fits the specific needs of the member company at a fair price. The collaborative approach to claims has distinguished AEGIS from commercial insurers since its inception in 1975. AEGIS provides member companies with deep expertise and a wide range of loss control products, services, and educational opportunities that cannot be matched by commercial insurers. As a Lloyd's of Syndicate and part of a long-established mutual insurance business, AEGIS provides clients with specialist knowledge, continuity, and security across many classes of business. | Finance |
- Stock Market
- Insiders
- Frank M. Levering