Carlton Neel is the CEO of Chaikin Analytics. In that role, he is deeply involved with product strategy along with leading the team to high-quality investment opportunities.
Carlton brings a rich financial background to Chaikin Analytics. He was one of J.P. Morgan’s youngest vice presidents. Then, at age 27, he left to start his mutual-fund management career in 1995 with noted investor and market guru, Dr. Martin Zweig.
While at Zweig’s firm, Carlton was responsible for managing a quantitative-research staff and overall portfolio overseeing billions of dollars of investments. Several quantitative stock-selection and sector-analytic models were developed under his guidance and successfully used in real-time money-management products.
Carlton has managed open-end mutual funds, closed-end mutual funds, variable annuities, and managed his own hedge fund for a brief time. He has experience managing a variety of investable vehicles including equities, fixed income, futures, options, and foreign currencies.