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Carlton Oldis Savoye
Gestionnaire de Portefeuille-Actions chez
Peapack-Gladstone Bank (Investment Management)
Profil
Carlton Oldis Savoye was the founder of Princeton Portfolio Strategies Group LLC, founded in 2011, holding the title of Partner of Investments & Wealth Advisory.
Current job includes Senior MD & Regional Investment Head at Peapack-Gladstone Bank (Investment Management) since 2022.
Former jobs include Managing Director at Princeton Capital Management, Inc. from 2007 to 2011, Investment Officer at PNC Bank, NA (Investment Management), Investment Officer at Wachovia Wealth Management, Principal at The Glenmede Trust Co., NA, Portfolio Manager at Davidson Capital Management, Inc., and Principal at Mellon Private Asset Management.
Education includes an MBA from New York University, conferred in 1990, and an undergraduate degree from San Francisco State University, conferred in 1983.
Postes actifs de Carlton Oldis Savoye
| Sociétés | Poste | Début |
|---|---|---|
Peapack-Gladstone Bank (Investment Management)
 Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack Private builds customized portfolio strategies for their clients through an in-house research and security selection process, as well as by utilizing high-quality, third-party investment managers with both active and passive strategies and vehicles. Dedicated portfolio managers work with their clients to develop customized, tax-sensitive, multi-asset class strategies to optimize and realize their long-term objectives. | Gestionnaire de Portefeuille-Actions | 01/07/2021 |
Anciens postes connus de Carlton Oldis Savoye
| Sociétés | Poste | Fin |
|---|---|---|
Princeton Capital Management, Inc.
 Princeton Capital Management, Inc. Investment ManagersFinance Princeton Capital Management uses a wide variety of investment vehicles ranging from government and investment-grade corporate bonds to the equity securities of young, rapidly growing technology companies. They seek to invest at less-than-average market risk while realizing better-than-average returns. Princeton selects stocks that they perceive are valued low through their appraisal of growth prospects. They also use high grade fixed-income securities with maturities selected according to client needs. Princeton employs several investment styles. Their growth and income style is an equity-oriented, conservative portfolio strategy. Their growth equity style is an opportunistic, all-cap strategy for growth-oriented investing. They also employ a strategy they call Young Enterprise Shares which is an aggressive equity strategy. | Gestionnaire de Portefeuille-Actions | 30/09/2011 |
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use. | Gestionnaire de Portefeuille-Actions | 30/12/2001 |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Gestionnaire de Portefeuille-Actions | 30/12/2001 |
Mellon Private Asset Management | Corporate Officer/Principal | - |
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance Provides wealth and investment management services | Corporate Officer/Principal | - |
Formation de Carlton Oldis Savoye
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Finance |
Princeton Capital Management, Inc.
Princeton Capital Management, Inc. Investment ManagersFinance Princeton Capital Management uses a wide variety of investment vehicles ranging from government and investment-grade corporate bonds to the equity securities of young, rapidly growing technology companies. They seek to invest at less-than-average market risk while realizing better-than-average returns. Princeton selects stocks that they perceive are valued low through their appraisal of growth prospects. They also use high grade fixed-income securities with maturities selected according to client needs. Princeton employs several investment styles. Their growth and income style is an equity-oriented, conservative portfolio strategy. Their growth equity style is an opportunistic, all-cap strategy for growth-oriented investing. They also employ a strategy they call Young Enterprise Shares which is an aggressive equity strategy. | Finance |
Peapack-Gladstone Bank (Investment Management)
Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack Private builds customized portfolio strategies for their clients through an in-house research and security selection process, as well as by utilizing high-quality, third-party investment managers with both active and passive strategies and vehicles. Dedicated portfolio managers work with their clients to develop customized, tax-sensitive, multi-asset class strategies to optimize and realize their long-term objectives. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use. | Finance |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance Provides wealth and investment management services | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Davidson Capital Management, Inc.
 Davidson Capital Management, Inc. Investment ManagersFinance DCM aims to actively manage and tactically balance portfolios unique to their clients’ needs, goals, risk capacity, risk tolerance, and time horizon. In constructing equity portfolios, the firm uses a quality oriented, disciplined, long-term approach to identify those companies whose fundamentals cause them to have greater growth potential than the marketplace. The same disciplined approach is used to sell those holdings which have become overpriced. Fixed income portfolios are constructed around a high-quality core holding of investment grade government, agency, corporate, or Texas municipal bonds. Mutual fund portfolios are constructed using proprietary screens of the entire mutual fund universe. | Finance |
Mellon Private Asset Management | |
Princeton Portfolio Strategies Group LLC
 Princeton Portfolio Strategies Group LLC Investment ManagersFinance PPSG’s investment strategies employed for a specific client are tailored to the objectives, income needs, and tax situation as stated by the client during consultations. Their equity investment research incorporates fundamental analysis of both top-down and bottom-up perspectives. | Finance |
