Charlie King
Chief Investment Officer bij 1919 Investment Counsel LLC
Profiel
Mr. Charles C.
King, CFA MBA, is a Managing Director, Chief Investment Officer & Portfolio Manager at 1919 Investment Counsel LLC.
He has more than 30 years of experience in investment management working with individuals, families, foundations, endowments and institutional clients with complex financial needs.
He is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision.
He is also the Director of the Philadelphia office.
As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients.
In addition, he is responsible for developing the firm’s investment strategy and process.
Mr. King is chairman of the Asset Allocation Committee and is a member of the Equity Strategy Group.
He joined Scudder Private Investment Counsel (a predecessor firm) in 1998.
Before that he was a Senior Portfolio Manager with CoreStates Family Wealth Group.
He entered the investment profession in 1984.
He earned an M.B.A.
from Villanova University, a B.A.
in Biology and Philosophy from Wittenberg University and is a CFA charter holder.
He is a member of Chartered Financial Analyst (CFA) Institute and the CFA Society Philadelphia.
Actieve functies van Charlie King
Bedrijven | Functie | Begin |
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1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Chief Investment Officer | 01-01-2005 |
Eerdere bekende functies van Charlie King
Bedrijven | Functie | Einde |
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Scudder Private Investment Counsel /Boston Operations/ | Corporate Officer/Principal | - |
Opleiding van Charlie King
Wittenberg University | Undergraduate Degree |
Villanova University | Masters Business Admin |
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1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
Scudder Private Investment Counsel /Boston Operations/ | Finance |