Larry Golding

Investment Committee Member at

Carret Asset Management LLC

Finance

Consumer Services

Profile

Mr. Laurence R.
Golding is a Managing Director at Carret Asset Management LLC.
He has 45 years of experience in the investment management and financial services industries.
At Carret, he serves as a portfolio manager of equity and balanced portfolios for individuals, families, trusts and endowments.
He works closely with clients on financial planning and retirement issues.
He is a member of the firm’s Equity Investment Policy Committee.
Prior to joining Carret, he was a Managing Director and Principal of Morse, Williams & Company, a money management firm specializing in large cap and balanced portfolios.
He began his investment career at Putnam Management Company in Boston.
He served as a Director and Chairman of the Investment Committee of Abbott House, a child welfare agency in Westchester County, NY, for twenty-five years.
He is a past Director and Chairman of the Investment Committee of The New England Society in the City of New York, one of the oldest charitable organizations in the United States.
He received his undergraduate degree from Harvard College and an MBA from Harvard Business School.

Larry Golding active positions

Companies	Position	Start
Carret Asset Management LLC Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles.	Investment Committee Member	01/01/2007

All active positions of Larry Golding

Former positions of Larry Golding

Companies	Position	End
Morse, Williams & Co., Inc. Morse, Williams & Co., Inc. Investment ManagersFinance Morse Williams & Co.'s (MWC) investment approach is based on both top-down and bottom-up methodologies. At weekly investment policy meetings, the principals review the overall investment, economic and political climate and discuss equity and fixed-income investments. From a universe of 3,000 stocks, proprietary algorithms are used to develop percentile rankings of company's forward expected returns. Each month the top percentile securities are reviewed for potential investment and the lower rankings are evaluated to determine whether they should be sold. Companies are analyzed with the objective of identifying earnings growth, vigorous new product activity, financial strength and management ability and incentives. MWC has a 12 to 18 month time horizon or longer. They tend to select stocks with above average growth characteristics with at or below market risk. Though not limited by sector, MWC tends to invest in the stocks of companies in the electronic technology, health technology, technology services and producer manufacturing sectors. The firm invests mainly in US mid-cap and large-cap stocks. MWC maintains a low turnover rate.	Analyst-Equity	28/02/2007

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Private companies	4
Morse, Williams & Co., Inc. Morse, Williams & Co., Inc. Investment ManagersFinance Morse Williams & Co.'s (MWC) investment approach is based on both top-down and bottom-up methodologies. At weekly investment policy meetings, the principals review the overall investment, economic and political climate and discuss equity and fixed-income investments. From a universe of 3,000 stocks, proprietary algorithms are used to develop percentile rankings of company's forward expected returns. Each month the top percentile securities are reviewed for potential investment and the lower rankings are evaluated to determine whether they should be sold. Companies are analyzed with the objective of identifying earnings growth, vigorous new product activity, financial strength and management ability and incentives. MWC has a 12 to 18 month time horizon or longer. They tend to select stocks with above average growth characteristics with at or below market risk. Though not limited by sector, MWC tends to invest in the stocks of companies in the electronic technology, health technology, technology services and producer manufacturing sectors. The firm invests mainly in US mid-cap and large-cap stocks. MWC maintains a low turnover rate.	Finance
Carret Asset Management LLC Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles.	Finance
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Harvard College Harvard College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services