Charlie King

Charlie King

Direttore degli Investimenti presso 1919 Investment Counsel LLC

Finance
Consumer Services

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

SocietàPosizioneInizio
Direttore degli Investimenti 01/01/2005
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Precedenti posizioni note di Charlie King

SocietàPosizioneFine
Scudder Private Investment Counsel /Boston Operations/ Corporate Officer/Principal -
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Formazione di Charlie King

Wittenberg University Undergraduate Degree
Villanova University Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

4

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Uomo

Donna

Amministratori

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Società collegate

Aziende private2

Finance

Scudder Private Investment Counsel /Boston Operations/

Finance

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