Frank M. Levering
Analyst-Fixed Income at Carret Asset Management LLC
Network origin in Frank M. Levering first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
10
| Subsidiary | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Frank M. Levering via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Undergraduate Degree Masters Business Admin | |
Abner, Herrman & Brock LLC
 Abner, Herrman & Brock LLC Investment ManagersFinance Abner, Herrman & Brock LLC (AHB) is a SEC-registered investment advisor and wealth management firm headquartered in Jersey City, New Jersey. The firm was founded in 1981 and is a subsidiary of Abner Trust. AHB specializes in actively managed customized separately managed accounts (SMAs). Their customized separately managed accounts are suitable for private clients and their families, non-profit organizations such as endowments and foundations, trusts and corporations. | Investment Managers | Corporate Officer/Principal Investment Committee Member | |
| New York University | College/University | Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree | |
| Mabon, Nugent & Co. | Corporate Officer/Principal | ||
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ingalls & Snyder LLC
 Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Investment Managers | Corporate Officer/Principal | |
| Fox School of Business | College/University | Masters Business Admin | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
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. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree | |
| Harvard College | College/University | Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin | |
Oxford Capital Management, Inc.
 Oxford Capital Management, Inc. Investment ManagersFinance Oxford Capital Management, Inc. provides investment advice. The private company is based in Richmond, VA. | Investment Managers | Corporate Officer/Principal | |
| Towson University | College/University | Undergraduate Degree | |
| University of Baltimore | College/University | Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| American University | College/University | Undergraduate Degree | |
| Seton Hall University | College/University | Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
| University of Colorado Denver | College/University | Undergraduate Degree |
Statistics
International
| United States | 31 |
Sectoral
| Consumer Services | 16 |
| Finance | 13 |
| Commercial Services | 2 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 17 |
| Undergraduate Degree | 11 |
| Investment Committee Member | 10 |
| Portfolio Manager-Equities | 8 |
| Portfolio Manager-Fixed Income | 5 |
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