Profil
Mr. Carlton B. Neel is an Executive Vice President at Virtus Total Return Fund, Inc., a Senior Managing Director & Portfolio Manager at Euclid Advisors LLC and a Senior Vice President at Zweig Advisers LLC.
Mr. Neel was previously employed as an Executive Vice President by Zweig Total Return Fund, Inc., a Principal by VP Distributors LLC and PXP Securities Corp., and a Vice President by JPMorgan & Co., Inc.
He received his undergraduate degree from Brown University.
Postes actifs de Carlton Bryan Neel
| Sociétés | Poste | Début |
|---|---|---|
Chaikin Analytics LLC
Chaikin Analytics LLC Packaged SoftwareTechnology Services Operates a stock trading idea platform that provides stock research tools and portfolio management services | Directeur Général | - |
Anciens postes connus de Carlton Bryan Neel
| Sociétés | Poste | Fin |
|---|---|---|
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Corporate Officer/Principal | - |
VP Distributors LLC
VP Distributors LLC Investment Banks/BrokersFinance Provides broker-dealer services | Corporate Officer/Principal | 28/02/2009 |
PXP Securities Corp. | Corporate Officer/Principal | 29/02/2000 |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | 31/12/1994 |
Euclid Advisors LLC
Euclid Advisors LLC Investment ManagersFinance Euclid Advisors offers investment advisory services primarily in the following types of instruments: equity securities (common stocks and equivalents) including exchange-listed securities, securities traded over-the-counter, foreign issues, warrants, certificates of deposit, investment company securities, including traditional mutual fund shares and ETFs, and US government securities. The firm may also utilize options contracts on securities, futures contracts on intangibles, and foreign currencies both to purchase foreign securities and to hedge against the risk of a decline in the dollar. Euclid Advisors security analysis methods include fundamental and technical analysis, as well as charting and cyclical review. The investment strategies used to implement any investment advice given to clients may include the following: (1) long-term purchases (securities held at least one year) (2) short-term purchases (securities sold within a year) (3) trading (securities sold within 30 days) and (4) option writing, including covered options, uncovered options or spreading strategies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Carlton Bryan Neel
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 9 |
|---|---|
Virtus Total Return Fund, Inc. /Old/
Virtus Total Return Fund, Inc. /Old/ Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Zweig Advisers LLC
Zweig Advisers LLC Investment ManagersFinance Zweig Advisers' employs a GARP equity investment approach. The firm's primary investment approach focuses on a tactical asset allocation process that seeks to participate in rising markets and limit losses during major declines. They rely on proprietary research to gradually adjust market exposure. They adjust exposure to stocks, bonds and cash in an effort to best position conservative shareholders for long-term growth. Zweig invests their funds in issuers having capitalizations within the range of companies included in the Russell 1000 Index; however, the funds may invest in mid- and small-cap issuers as well. Security selection begins with a top-down approach and econometric analysis of each sector. Each sector is then analyzed at the industry level. Fundamental analysis is conducted within the industries to identify securities that the portfolio managers believe offer superior return opportunity. When managing certain other accounts, Zweig may invest in affiliated and unaffiliated open end mutual funds, unaffiliated ETFs, other equity securities and high quality short-term securities. Though not limited by sector, Zweig tends to invest in the stocks of US large-cap companies in the electronic technology, energy minerals, non-energy minerals, retail, industrial services, finance, healthcare technology and energy minerals sectors. The firm maintains a medium turnover rate. | Finance |
PXP Securities Corp. | |
VP Distributors LLC
VP Distributors LLC Investment Banks/BrokersFinance Provides broker-dealer services | Finance |
Virtus Total Return Fund Inc.
Virtus Total Return Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
Euclid Advisors LLC
Euclid Advisors LLC Investment ManagersFinance Euclid Advisors offers investment advisory services primarily in the following types of instruments: equity securities (common stocks and equivalents) including exchange-listed securities, securities traded over-the-counter, foreign issues, warrants, certificates of deposit, investment company securities, including traditional mutual fund shares and ETFs, and US government securities. The firm may also utilize options contracts on securities, futures contracts on intangibles, and foreign currencies both to purchase foreign securities and to hedge against the risk of a decline in the dollar. Euclid Advisors security analysis methods include fundamental and technical analysis, as well as charting and cyclical review. The investment strategies used to implement any investment advice given to clients may include the following: (1) long-term purchases (securities held at least one year) (2) short-term purchases (securities sold within a year) (3) trading (securities sold within 30 days) and (4) option writing, including covered options, uncovered options or spreading strategies. | Finance |
Chaikin Analytics LLC
Chaikin Analytics LLC Packaged SoftwareTechnology Services Operates a stock trading idea platform that provides stock research tools and portfolio management services | Technology Services |
















