Charlie King
Portfolio Manager-Equities at Morris & Wells Wealth Management LLC
Charlie King active positions
| Companies | Position | Start | End |
|---|---|---|---|
Morris & Wells Wealth Management LLC
 Morris & Wells Wealth Management LLC Investment ManagersFinance Morris & Wells Wealth Management LLC (Morris & Wells) is an independent SEC-registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by John Darrell in 1975 as John Stewart Darrell & Co. as a sole proprietor and transitioned to an LLC in 2012 as Darrell & King LLC. They became Morris & Wells Wealth Management LLC in 2023. Morris & Wells manages individual stock and bond portfolios on behalf of clients whose assets are held in the custody of a third party. | Portfolio Manager-Equities | 1985-12-31 | - |
| Compliance Officer | 1985-12-31 | - |
Career history of Charlie King
Former positions of Charlie King
| Companies | Position | Start | End |
|---|---|---|---|
Chase Investment Counsel Corp.
 Chase Investment Counsel Corp. Investment ManagersFinance Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia. | Portfolio Manager-Equities | 1972-12-31 | 1985-12-30 |
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Director of Research - Equity | 1963-12-31 | 1972-12-30 |
| Averett College | Corporate Officer/Principal | - | - |
Training of Charlie King
| Wake Forest University | Undergraduate Degree |
| The University of North Carolina at Chapel Hill | Masters Business Admin |
Statistics
International
| United States | 7 |
Operational
| Portfolio Manager-Equities | 2 |
| Compliance Officer | 1 |
| Director of Research - Equity | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Morris & Wells Wealth Management LLC
Morris & Wells Wealth Management LLC Investment ManagersFinance Morris & Wells Wealth Management LLC (Morris & Wells) is an independent SEC-registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by John Darrell in 1975 as John Stewart Darrell & Co. as a sole proprietor and transitioned to an LLC in 2012 as Darrell & King LLC. They became Morris & Wells Wealth Management LLC in 2023. Morris & Wells manages individual stock and bond portfolios on behalf of clients whose assets are held in the custody of a third party. | Finance |
Chase Investment Counsel Corp.
Chase Investment Counsel Corp. Investment ManagersFinance Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
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