Profil
Mr. Bill T.
King is a Managing Director & Portfolio Manager at First Republic Investment Management, Inc. He joined First Republic Investment Management in 2007.
Mr. King was previously employed as Vice President by Trainer Wortham & Co., Inc., a Principal by SEI Corp., a Principal by Kaiser Aluminum & Chemical Corp., a Portfolio Manager by Montgomery Asset Management LLC, and a Principal by HighMark Capital Management, Inc.
Mr. King recieved a MBA from the University of Oregon in 1972 and a BS from St. Mary's College in 1970.
Anciens postes connus de Bill T. King
| Sociétés | Poste | Fin |
|---|---|---|
Trainer Wortham & Co., Inc.
 Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Gestionnaire de Portefeuille-Actions | 31/05/2007 |
Montgomery Asset Management LLC
 Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Corporate Officer/Principal | - |
| SEI INVESTMENTS COMPANY | Corporate Officer/Principal | 31/12/1988 |
DCO Management LLC
 DCO Management LLC AluminumNon-Energy Minerals DCO Management LLC produces fabricated aluminum products. The company's fabricated products business unit produces rolled, extruded, drawn and forged aluminum products used for aerospace and defense, automotive, consumer durables, electrical, machinery and equipment applications. It was founded in 1940 and is headquartered in Foothill Ranch, CA. | Corporate Officer/Principal | 31/12/1987 |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Corporate Officer/Principal | - |
Formation de Bill T. King
| University of Oregon | Masters Business Admin |
| St. Mary's College (Indiana) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Entreprise privées | 5 |
|---|---|
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Finance |
DCO Management LLC
DCO Management LLC AluminumNon-Energy Minerals DCO Management LLC produces fabricated aluminum products. The company's fabricated products business unit produces rolled, extruded, drawn and forged aluminum products used for aerospace and defense, automotive, consumer durables, electrical, machinery and equipment applications. It was founded in 1940 and is headquartered in Foothill Ranch, CA. | Non-Energy Minerals |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Montgomery Asset Management LLC
Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Finance |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Finance |
