K. C. King
Gestor de Cartera-Acciones en Boston Financial Management LLC .
Perfil
Mr. Clarence H.
King is a Managing Director at Boston Financial Management LLC.
He is also a Wealth Manager of the firm.
He manages the portfolios of individuals, families and institutions, and works with the executive management team on firm strategy and goals.
Prior to joining Boston Financial Management in 2016, Mr. King was a Managing Director and Portfolio Manager with Emerson Investment Management, and held senior roles at Middleton & Company, Scudder, Stevens & Clark, and Morgan Guaranty Trust.
He is a graduate from Harvard College.
Cargos activos de K. C. King
| Empresas | Cargo | Inicio |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Gestor de Cartera-Acciones | 01/01/2016 |
Antiguos cargos conocidos de K. C. King.
| Empresas | Cargo | Fin |
|---|---|---|
Emerson Investment Management LLC
 Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Miembro del Comité de Inversión | 13/05/2016 |
| Morgan Guaranty Trust Company of New York | Corporate Officer/Principal | - |
| Scudder Stevens & Clark Inc | Gestor de Cartera-Acciones | - |
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Gestor de Cartera-Acciones | - |
Formación de K. C. King.
| Harvard University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Finance |
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Finance |
| Scudder Stevens & Clark Inc | Finance |
| Morgan Guaranty Trust Company of New York | Finance |
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
- Bolsa de valores
- Insiders
- K. C. King
