Carlton Oldis Savoye
Portfolio Manager-Equities bij Peapack-Gladstone Bank (Investment Management)
Profiel
Mr. Carlton O.
Savoye, CFA MBA, is a Senior Managing Director & Regional Investment Head at Peapack-Gladstone Bank.
Mr. Savoye previously was a Partner and an Investments and Wealth Advisor at Princeton Portfolio Strategies Group.
He earned the respect and trust of clients through an approach to wealth management that is personal, comprehensive and transparent.
Prior to the launch of PPSG, he was Managing Director at Princeton Capital Management where he managed high net worth and institutional portfolios and served as Chairman of the Investment Committee.
Earlier in his career, he was a portfolio manager/analyst at Davidson Capital Management, and before that at The Glenmede Trust Company and Mellon Private Asset Management.
He graduated with a BS degree in Finance from San Francisco State University, and received an MBA from the Stern School of Business at New York University.
He is a Chartered Financial Analyst.
Actieve functies van Carlton Oldis Savoye
| Bedrijven | Functie | Begin |
|---|---|---|
Peapack-Gladstone Bank (Investment Management)
 Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Portfolio Manager-Equities | 01-07-2021 |
Eerdere bekende functies van Carlton Oldis Savoye
| Bedrijven | Functie | Einde |
|---|---|---|
Princeton Capital Management, Inc.
 Princeton Capital Management, Inc. Investment ManagersFinance Founded in 1988 by James Fitzpatrick, Princeton Capital Management, Inc. is an investment advisor firm located in Princeton, New Jersey | Portfolio Manager-Equities | 30-09-2011 |
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Portfolio Manager-Equities | 30-12-2001 |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Portfolio Manager-Equities | 30-12-2001 |
| Mellon Private Asset Management | Corporate Officer/Principal | - |
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Regional BanksFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
Opleiding van Carlton Oldis Savoye
| New York University | Masters Business Admin |
| San Francisco State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Princeton Capital Management, Inc.
Princeton Capital Management, Inc. Investment ManagersFinance Founded in 1988 by James Fitzpatrick, Princeton Capital Management, Inc. is an investment advisor firm located in Princeton, New Jersey | Finance |
Peapack-Gladstone Bank (Investment Management)
Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Regional BanksFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Finance |
Davidson Capital Management, Inc.
 Davidson Capital Management, Inc. Investment ManagersFinance Davidson Capital Management, Inc. (DCM) is an independent, SEC-registered investment advisor headquartered in Corpus Christi Texas. The firm was founded by John Davidson in 1989. DCM provides investment management and retirement planning for individuals, businesses and endowments. | Finance |
| Mellon Private Asset Management | |
Princeton Portfolio Strategies Group LLC
 Princeton Portfolio Strategies Group LLC Investment ManagersFinance Princeton Portfolio Strategies Group LLC (PPSG) is an investment advisory firm headquartered in Princeton, New Jersey. The firm was founded by Robert Hoffman in 2011 and is a subsidiary of Peapack-Gladstone Financial Corp. PPSG provides wealth and portfolio management services to individuals and families, trusts and estates, charitable organizations, qualified retirement plans, other business entities, and family offices and other wealth advisers. | Finance |
