David M. Citron, CFA

Prior to joining Carret and Company in July of 2000, Mr. Citron was Vice President and Portfolio Manager at Wagner Citron Management Corp. At WCM, Mr. Citron managed his clients’ total financial needs including investment management, estate, tax and insurance planning for almost ten years. Under his tenure, the firm grew from 54 million dollars in client assets to over 300 million. Mr. Citron was named in Baltimore Magazine’s “Top Money Managers.” He is regularly quoted in local publications. Mr. Citron was nominated to the Charles Schwab Advisory board in both 1993 and 1994. Mr. Citron’s first experience in portfolio management began with Oxford Capital Management in Baltimore, Maryland. Mr. Citron’s professional origins began in New York, where he was a trader of futures and options for both Salomon Brothers and Drexel Burnham Lambert Trading Corporation. He is a graduate of the University of Maryland with a Bachelor of Science degree in Finance and a Chartered Financial Analyst (CFA).

Area of Expertise: Investment Management/high net worth individual/Individual stock and bonds/client service.