![Charles J. Wallace](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Prior to joining Zeliff Wallace, Mr. Wallace entered investment management in 1968 at Wachovia Bank and Trust Company in Winston-Salem, North Carolina.
He served in investment management functions at Citizens and Southern Bank of South Carolina and the National Bank of Georgia.
After overseeing the trust investment department at the National Bank of Georgia, Mr. Wallace co-founded the predecessor firm to Zeliff Wallace Jackson in 1981.
Mr. Wallace holds a bachelor’s degree in business administration from The Citadel.
After service as an officer in the Finance Corp of the U.S.
Army, he returned to graduate school in finance and industrial management at the University of Tennessee.
Mr. Wallace is a Chartered Financial Analyst charterholder, a Chartered Investment Counselor and a member of the Atlanta Society of Financial Analysts and the CFA Institute.
He is a past president of the Georgia Securities Association and currently serves on the Board of Directors.
He is also a director of The North Atlanta National Bank.
He is a member of Peachtree Presbyterian Church in Atlanta.
Precedenti posizioni note di Charles J. Wallace
| Società | Posizione | Fine |
|---|---|---|
ZWJ Investment Counsel, Inc.
 ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ emphasizes steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. The firm manages high-quality, intermediate-maturity government, corporate and municipal fixed-income securities. They seek equities that provide long-term capital appreciation with relatively low volatility. Purchase and sell decisions are always based on diligent research. ZWJ may sell a stock if they observe fundamental deterioration, disappointing earnings, an imprudent acquisition, management issues or material loss of market share. | Direttore degli Investimenti | 01/01/2009 |
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use. | Gestore di Portafoglio-Azioni | 01/01/1981 |
Formazione di Charles J. Wallace
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
16
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ emphasizes steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. The firm manages high-quality, intermediate-maturity government, corporate and municipal fixed-income securities. They seek equities that provide long-term capital appreciation with relatively low volatility. Purchase and sell decisions are always based on diligent research. ZWJ may sell a stock if they observe fundamental deterioration, disappointing earnings, an imprudent acquisition, management issues or material loss of market share. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use. | Finance |
The Citadel, The Military College of South Carolina
 The Citadel, The Military College of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Tennessee
 University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
