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John K. Sargent
Amministratore Delegato presso
Middleton & Co., Inc.
Profilo
Mr. John K.
Sargent is a President & Managing Director at Middleton & Co., Inc. He joined Middleton & Company in 1993 and has responsibilities in both portfolio management and investment research.
He works as a member of the Investment Committee to support the firm’s investment strategy, generate new investment ideas, and has helped to develop the firm’s venture/private equity offerings.
He has served in numerous capacities at his church and with youth activities.
Prior to joining Middleton, he spent several years at Corporate Decisions, Inc., a consulting firm specializing in the development of profitable growth strategies for large, multinational clients.
He graduated magna cum laude in Economics from Princeton University.
He is a CFA charterholder and is a member of the CFA Society Boston, the CFA Institute and the Boston Economic Club.
He is currently Chairman of the Board of Trustees for the South Shore Christian Academy.
Posizioni attive di John K. Sargent
| Società | Posizione | Inizio |
|---|---|---|
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Amministratore Delegato | 01/09/1993 |
Precedenti posizioni note di John K. Sargent
| Società | Posizione | Fine |
|---|---|---|
Corporate Decisions, Inc. | Corporate Officer/Principal | 31/12/1992 |
Formazione di John K. Sargent
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
16
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Finance |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Corporate Decisions, Inc. |
