Jim King
Directeur Général chez Lindenwold Advisors, Inc.
Profil
Mr. James D.
King is a President & Chief Investment Officer at Lindenwold Advisors LLC.
Mr. King pursued a career in the investment industry with several brokerage firms.
In 1989 he was hired by Meridian Asset Management where he led the Philadelphia investment team, then in 1994 joined National Penn Bank where he helped establish Investors Trust Company, a limited purpose bank offering trust services, and later Institutional Advisors LLC, an SEC registered investment adviser.
Mr. King served as president and chief investment officer of both firms and together with the team achieved growth to $3.4 billion in client assets.
He received his undergraduate degree from The Pennsylvania State University.
Postes actifs de Jim King
| Sociétés | Poste | Début |
|---|---|---|
Lindenwold Advisors, Inc.
 Lindenwold Advisors, Inc. Investment ManagersFinance Lindenwold Advisors, Inc. (Lindenwold) is an independent registered investment advisor headquartered in Reading, Pennsylvania. The firm was founded in 2020 and is principally owned by James David King. Lindenwold offers investment solutions for individuals, families and institutions. | Directeur Général | 01/03/2020 |
Anciens postes connus de Jim King
| Sociétés | Poste | Fin |
|---|---|---|
BB&T Institutional Investment Advisers, Inc.
 BB&T Institutional Investment Advisers, Inc. Investment ManagersFinance BB&T Institutional Investment Advisers, Inc. (BB&T IIA) is a registered investment adviser headquartered in Greenville, South Carolina and was founded in 1992. The firm is a wholly-owned subsidiary of Branch Banking and Trust Company which is owned by BB&T Corp. (NYSE: BBT). BB&T IIA provides investment consulting and discretionary investment management services to ERISA and Non-ERISA employee plans, local government employee retirement plans, foundations, endowments, deferred compensation programs, bank or thrift institutions, corporate investment accounts, and certain high net worth individuals. They also provide specialized investment management services to BB&T for some of their trust clients using proprietary investment strategies that focus on domestic stocks as well as high quality bonds along with open and closed-ended mutual funds. | Directeur en chef des Investissements | 01/02/2020 |
National Penn Investors Trust Co.
 National Penn Investors Trust Co. Investment ManagersFinance Founded in 1994, National Penn Investors Trust Co. is a regional trust company located in Wyomissing, Pennsylvania. The firm is a subsidiary of National Penn Bancshares, Inc. (NASDAQ: NPBC). They were formerly known as Investors Trust Co. | Fondateur | - |
Formation de Jim King
| The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
National Penn Investors Trust Co.
National Penn Investors Trust Co. Investment ManagersFinance Founded in 1994, National Penn Investors Trust Co. is a regional trust company located in Wyomissing, Pennsylvania. The firm is a subsidiary of National Penn Bancshares, Inc. (NASDAQ: NPBC). They were formerly known as Investors Trust Co. | Finance |
BB&T Institutional Investment Advisers, Inc.
BB&T Institutional Investment Advisers, Inc. Investment ManagersFinance BB&T Institutional Investment Advisers, Inc. (BB&T IIA) is a registered investment adviser headquartered in Greenville, South Carolina and was founded in 1992. The firm is a wholly-owned subsidiary of Branch Banking and Trust Company which is owned by BB&T Corp. (NYSE: BBT). BB&T IIA provides investment consulting and discretionary investment management services to ERISA and Non-ERISA employee plans, local government employee retirement plans, foundations, endowments, deferred compensation programs, bank or thrift institutions, corporate investment accounts, and certain high net worth individuals. They also provide specialized investment management services to BB&T for some of their trust clients using proprietary investment strategies that focus on domestic stocks as well as high quality bonds along with open and closed-ended mutual funds. | Finance |
Lindenwold Advisors, Inc.
Lindenwold Advisors, Inc. Investment ManagersFinance Lindenwold Advisors, Inc. (Lindenwold) is an independent registered investment advisor headquartered in Reading, Pennsylvania. The firm was founded in 2020 and is principally owned by James David King. Lindenwold offers investment solutions for individuals, families and institutions. | Finance |
