MANAGERS

Samuel B. Carr, Jr
Managing Director and Portfolio Manager

  • Harvard BA & MBA; CFA
  • President of S. B. Carr Investments, Inc
  • Formerly Vice President of The Putnam Companies - Senior Quantitative Analyst
  • Career in Information Management (Bain, Dillon Read, CCA, Isys)
    • Finance and Computer Industry Experience
Sam Carr

Benjamin G. Dawson
Managing Director and Portfolio Manager

  • Princeton BA; Amos Tuck (Dartmouth) MBA
  • Formerly Director/Vice President/Portfolio Manager of Woodstock Corporation
    • A Registered Investment Advisor
  • Formerly President/Director of Woodstock Securities Corporation
    • Closed-End Fund – Personal Holding Company
  • Career in Finance/Investment Management (UMBW, Orange Nassau)
    • Investment Counseling, Venture Capital and M&A Experience
Ben Dawson

Taking Care of Our Clients to the Very Best
of Our Personal and Professional Abilities
with Honor, Respect and Diligence.

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