Charlie King

Charlie King

Director de Inversiones en 1919 Investment Counsel LLC .

Finance
Consumer Services

Perfil

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.

Cargos activos de Charlie King

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Director de Inversiones 01/01/2005
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Scudder Private Investment Counsel /Boston Operations/ Corporate Officer/Principal -
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Formación de Charlie King.

Wittenberg University Undergraduate Degree
Villanova University Masters Business Admin

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Scudder Private Investment Counsel /Boston Operations/

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