Charles T. Simko
Portfolio Manager-Equities at MainStreet Investment Advisors LLC
Profile
Mr. Charles T.
Simko is a Senior Portfolio Manager at MainStreet Investment Advisors LLC.
He is responsible for managing client relationships, which includes portfolio management and analysis.
He is a member of the Investment Committee which establishes investment strategy and policy.
He brings over 36 years of experience managing portfolios for trust clients, institutional clients and mutual funds.
Additionally, he has an extensive background in building and implementing quantitative equity investment models.
Prior to joining MainStreet Advisors, Mr. Simko was a Senior Vice President and Portfolio Manager with FCI, Inc. where he managed Trust Investment Solutions client portfolios, was head of FCI’s Equity Income Team and a member of the Core Equity Investment Team.
Earlier, he was a Senior Vice President and Portfolio Manager with Wright Investors.
He received his undergraduate degree from Fairfield University.
He is a Chartered Financial Analyst.
He is a Member of the CFA Institute and New York Society of Security Analysts.
Charles T. Simko active positions
| Companies | Position | Start |
|---|---|---|
MainStreet Investment Advisors LLC
 MainStreet Investment Advisors LLC Investment ManagersFinance MainStreet Investment Advisors LLC (dba MainStreet Advisors) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2003 by John Crosson and is a wholly owned subsidiary of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). MainStreet Advisors offers various investment advisory services to banking institutions, individuals and other Investment Advisers. | Portfolio Manager-Equities | 2011-08-31 |
Former positions of Charles T. Simko
| Companies | Position | End |
|---|---|---|
Wright Private Asset Management LLC
 Wright Private Asset Management LLC Investment ManagersFinance Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT. | Portfolio Manager-Equities | 2009-12-30 |
Wright Investors' Service, Inc.
 Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Investment Committee Member | 1997-12-31 |
Training of Charles T. Simko
| Fairfield University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
Wright Private Asset Management LLC
Wright Private Asset Management LLC Investment ManagersFinance Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT. | Finance |
MainStreet Investment Advisors LLC
MainStreet Investment Advisors LLC Investment ManagersFinance MainStreet Investment Advisors LLC (dba MainStreet Advisors) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2003 by John Crosson and is a wholly owned subsidiary of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). MainStreet Advisors offers various investment advisory services to banking institutions, individuals and other Investment Advisers. | Finance |
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