![Charlie King](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Charlie King
Direttore degli Investimenti presso 1919 Investment Counsel LLC
Profilo
Mr. Charles C.
King, CFA MBA, is a Managing Director, Chief Investment Officer & Portfolio Manager at 1919 Investment Counsel LLC.
He has more than 30 years of experience in investment management working with individuals, families, foundations, endowments and institutional clients with complex financial needs.
He is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision.
He is also the Director of the Philadelphia office.
As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients.
In addition, he is responsible for developing the firm’s investment strategy and process.
Mr. King is chairman of the Asset Allocation Committee and is a member of the Equity Strategy Group.
He joined Scudder Private Investment Counsel (a predecessor firm) in 1998.
Before that he was a Senior Portfolio Manager with CoreStates Family Wealth Group.
He entered the investment profession in 1984.
He earned an M.B.A.
from Villanova University, a B.A.
in Biology and Philosophy from Wittenberg University and is a CFA charter holder.
He is a member of Chartered Financial Analyst (CFA) Institute and the CFA Society Philadelphia.
Posizioni attive di Charlie King
Società | Posizione | Inizio |
---|---|---|
1919 Investment Counsel LLC
![]() 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Direttore degli Investimenti | 01/01/2005 |
Precedenti posizioni note di Charlie King
Società | Posizione | Fine |
---|---|---|
Scudder Private Investment Counsel /Boston Operations/ | Corporate Officer/Principal | - |
Formazione di Charlie King
Wittenberg University | Undergraduate Degree |
Villanova University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
1919 Investment Counsel LLC
![]() 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
Scudder Private Investment Counsel /Boston Operations/ | Finance |
- Borsa valori
- Insiders
- Charlie King