Charlie King
Gestionnaire de Portefeuille-Actions chez Morris & Wells Wealth Management LLC
Profil
Mr. Charles G.
King, CFA MBA, is a Portfolio Manager at Morris & Wells Wealth Management LLC.
He joined the firm in 1986.
From 1973 to 1986, Mr. King was a senior portfolio manager and research analyst with Chase Investment Counsel Corp.
From 1964 to 1973 he headed a $450 million Trust & Estate Portfolio Unit and was Director of Research for the Wachovia Bank and Trust Company of Winston-Salem, North Carolina.
In addition, he has served on the Board of Trustees of Averett College in Danville, Virginia.
Mr. King's education includes a B.A.
(Magna Cum Laude) from Wake Forest University in 1962 and an M.B.A.
from the University of North Carolina at Chapel Hill in 1964.
He has been a member of the CFA Grading Staff and has taught Investment Analysis and Portfolio Management courses for the McIntire School of Commerce at the University of Virginia.
Postes actifs de Charlie King
| Sociétés | Poste | Début |
|---|---|---|
Morris & Wells Wealth Management LLC
 Morris & Wells Wealth Management LLC Investment ManagersFinance Morris & Wells Wealth Management LLC (Morris & Wells) is an independent SEC-registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by John Darrell in 1975 as John Stewart Darrell & Co. as a sole proprietor and transitioned to an LLC in 2012 as Darrell & King LLC. They became Morris & Wells Wealth Management LLC in 2023. Morris & Wells manages individual stock and bond portfolios on behalf of clients whose assets are held in the custody of a third party. | Gestionnaire de Portefeuille-Actions | 01/01/1986 |
Anciens postes connus de Charlie King
| Sociétés | Poste | Fin |
|---|---|---|
Chase Investment Counsel Corp.
 Chase Investment Counsel Corp. Investment ManagersFinance Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia. | Gestionnaire de Portefeuille-Actions | 31/12/1985 |
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Directeur de la Recherche - Actions | 31/12/1972 |
| Averett College | Corporate Officer/Principal | - |
Formation de Charlie King
| Wake Forest University | Undergraduate Degree |
| The University of North Carolina at Chapel Hill | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Chase Investment Counsel Corp.
Chase Investment Counsel Corp. Investment ManagersFinance Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia. | Finance |
Morris & Wells Wealth Management LLC
Morris & Wells Wealth Management LLC Investment ManagersFinance Morris & Wells Wealth Management LLC (Morris & Wells) is an independent SEC-registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by John Darrell in 1975 as John Stewart Darrell & Co. as a sole proprietor and transitioned to an LLC in 2012 as Darrell & King LLC. They became Morris & Wells Wealth Management LLC in 2023. Morris & Wells manages individual stock and bond portfolios on behalf of clients whose assets are held in the custody of a third party. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |