Carlton Getz, CFA, P.E., LEED AP

Carlton Getz, CFA, P.E., LEED AP has a diverse work experience in various roles and industries. Carlton started their career as an Electrical Engineer at Girard Engineering, P.C. from June 2000 to July 2003. Carlton then worked as an Equities Analyst at Wasatch Advisors from May 2004 to August 2004, where they focused on financial modeling and analysis. In May 2005, they joined JPMorgan Private Bank as a Private Banking Associate for a brief period.

In 2006, Carlton took on multiple roles simultaneously. Carlton became the Principal Electrical Engineer and Director at Spectrum Engineers, Inc., where they managed and designed MEPS (mechanical, electrical, plumbing, and specialty systems) for various projects, including hospitals, research laboratories, and recreational facilities. Additionally, they became the Chief Investment Officer and Managing Director at Winter Harbor Advisors, L.L.C., where they provided private asset management services tailored to the needs of clients.

In 2016, Carlton became the CEO and President of Greenleaf Hotels & Resorts, Inc., a hospitality company focused on sustainable lodging experiences. Carlton currently holds this position and is leading the company's development stage. Furthermore, in 2023, they took on the role of Managing Director at Greenleaf Games, L.L.C.

Prior to their current roles, Carlton was the President/Secretary of Getz & Associates, Incorporated, a company that manages a private investment fund and is the parent company of Winter Harbor Advisors, L.L.C.

Overall, Carlton Getz has extensive experience in electrical engineering, asset management, and hospitality, with a particular focus on sustainable practices. Carlton'sexpertise and diverse background contribute to their success in these industries.

Carlton Getz, CFA, P.E., LEED AP, holds a Master of Business Administration (MBA) degree from the University of Virginia Darden School of Business, obtained between 2004 and 2006. Prior to this, they completed their undergraduate studies at Kansas State University, earning a Bachelor of Science (BS) degree in Architectural Engineering, spanning from 1995 to 2000. Additionally, Carlton has acquired several certifications including being a Chartered Financial Analyst (CFA) Charterholder from the CFA Institute, obtained in September 2006. Carlton is also a LEED Accredited Professional, although specific information regarding the institution and date of obtaining this certification is unavailable. Furthermore, Carlton holds a License as a Professional Engineer (PE) in multiple states including Utah, Maine, Virginia, District of Columbia, Maryland, Pennsylvania, New Jersey, Georgia, Michigan, North Carolina, Arkansas, Texas, Colorado, and South Carolina, although the specific dates of obtaining this license are also unknown.