Charles A. Austin
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Profil
Mr. Charles A.
Austin, III, is Senior Vice President & Portfolio Manager at Anchor Capital Advisors LLC.
He joined the firm in 2001.
Mr. Austin was previously employed as a Trustee by Evergreen Global Dividend Opportunity Fund, a Principal by Appleton Partners, Inc., a Trustee by Wells Fargo Advantage Multi-Sector Income Fund, a Trustee by Evergreen International Balanced Income Fund, a Principal by State Street Research & Management Co., a Principal by Pricewaterhouse & Co., a Principal by United States Navy, and a Trustee by The Arthritis Foundation.
He also served on the board at The Francis Ouimet Scholarship Fund.
Member of Massachusetts Society of Chartered Public Accountant.
Mr. Austin received his BS in Accounting and Finance from Lehigh University in 1967.
Anciens postes connus de Charles A. Austin
| Sociétés | Poste | Fin |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Corporate Officer/Principal | 31/12/1999 |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Corporate Officer/Principal | 31/12/1989 |
| Pricewaterhouse & Co. | Corporate Officer/Principal | 31/12/1965 |
| US Department of the Navy (District of Columbia) | Corporate Officer/Principal | 31/12/1959 |
Evergreen International Balanced Income Fund
 Evergreen International Balanced Income Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen International Balanced Income Fund is a closed-end investment fund. The fund seeks to provide a high level of income. The fund will invest primarily in dividend-paying international stocks and other equity securities and international debt securities. In addition, the fund will write call options on international indexes. The fund was founded on 27 October, 2005 and is headquartered in Boston, MA | Directeur/Membre du Conseil | - |
Formation de Charles A. Austin
| Lehigh University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Anchor Capital Advisors LLC
 Anchor Capital Advisors LLC Investment ManagersFinance Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies. | Finance |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
Allspring Multi-Sector Income Fund
 Allspring Multi-Sector Income Fund Investment Trusts/Mutual FundsMiscellaneous Allspring Multi-Sector Income Fund operates as a diversified, closed-end management investment company. Its investment objective is to seek a high level of current income consistent with limiting its overall exposure to domestic interest rate risk. The company was founded on April 10, 2003 and is headquartered in Charlotte, CA. | Miscellaneous |
| The Francis Ouimet Scholarship Fund | |
The Arthritis Foundation
 The Arthritis Foundation Miscellaneous Commercial ServicesCommercial Services Arthritis Foundation provides funds research, advocacy and support services for various kinds of arthritis and related diseases. It offers programs and services including aquatic programs, information about treatment breakthroughs, exercise tips for people with the disease and pain management information. Arthritis Foundation is located in Atlanta, GA. | Commercial Services |
Evergreen Global Dividend Opportunity Fund
 Evergreen Global Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen Global Dividend Opportunity Fund is a Closed-End Investment Fund/Investment Trust. Its investment management services are provided by Evergreen Investment Management Company, LLC. The company is headquartered in Boston, MA. | Miscellaneous |
Evergreen International Balanced Income Fund
Evergreen International Balanced Income Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen International Balanced Income Fund is a closed-end investment fund. The fund seeks to provide a high level of income. The fund will invest primarily in dividend-paying international stocks and other equity securities and international debt securities. In addition, the fund will write call options on international indexes. The fund was founded on 27 October, 2005 and is headquartered in Boston, MA | Miscellaneous |
| Pricewaterhouse & Co. | Commercial Services |
| US Department of the Navy (District of Columbia) | Government |
