Matthew Ellis Behrman

Employer firm

Carret Asset Management, LLC CRD 131445

$3.46B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2022 → Present
  Carret Asset Management
  New York, NY
• 03/2021 → 11/2022
  Bny Mellon
  Pittsburgh, PA
• 04/2019 → 03/2021
  Bny Mellon
  Pittsburgh, PA
• 06/2018 → 04/2019
  Bny Mellon
  Pittsburgh, PA
• 09/2017 → 06/2018
  Unemployed
  N/A, XX
• 03/2017 → 09/2017
  Allegheny College Office Of Admissions
  Meadville, PA
• 06/2016 → 03/2017
  Unemployed
  N/A, XX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-23

Other Names

• Matt Behrman