Carleton P. Erdman, CFA

Carleton P. Erdman

Roles

  • President and CEO
  • Pardee Board of Directors

Experience

  • Joined the Company in 1987
  • Over 30 years of leadership experience including all aspects of investment, management, and operations
  • Named CEO in 2007. Previously managed the Company’s acquisition initiatives since 1993
  • Prior to joining Pardee, served as an analyst and portfolio manager for Pell, Rudman & Company, a Boston-based investment management firm serving high net worth individuals and families

Education

  • BA, Economics, Middlebury College
  • MBA, Finance and Investments, F. W. Olin Graduate School of Business at Babson College

Other

  • Chartered Financial Analyst, CFA Institute
  • Member, CFA Society of Philadelphia
  • Former President and Director, CFA Society of Philadelphia (formerly the Financial Analysts of Philadelphia, Inc.)
  • Member, National Council of Coal Lessors

Personal

  • Married, three children, resides in Gladwyne, Pennsylvania
  • Interests include ice hockey and piano