Charlie King
Portfolio Manager-Equities at Morris & Wells Wealth Management LLC
Network origin in Charlie King first degree
Entity | Entity type | Industry | |
---|---|---|---|
The University of North Carolina at Chapel Hill
15
| College/University | Other Consumer Services | 15 |
Wake Forest University
6
| College/University | Other Consumer Services | 6 |
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.
3
| Private Company | Investment Managers | 3 |
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)
3
| Extinct | Investment Managers | 3 |
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.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie King via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
National Housing Trust LP
National Housing Trust LP Services to the Health IndustryHealth Services National Housing Trust LP provides community housing services. It offers technical assistance and training to local nonprofit organizations, resident associations and public agencies. The firm provides public policy advocacy, real estate development and lending. The company was founded in 1988 and is headquartered in Washington, OH. | Services to the Health Industry | Director/Board Member | |
DAVITA INC. | Medical/Nursing Services | Director/Board Member | |
Med-X, Inc.
Med-X, Inc. BiotechnologyHealth Technology Med-X, Inc. engages in the business of product development, distribution, and marketing of products including Nature-Cide, Thermal-Aid, and Malibu Brands. The firm is also involved in online sales via managed ecommerce site, distributor sales, and reseller sales via Amazon. The company was founded by Matthew A. Mills in February 2014 and is headquartered in Canoga Park, CA. | Biotechnology | Director/Board Member | |
University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
AMERICAN BUSINESS BANK | Regional Banks | Founder | |
The Kresge Foundation
The Kresge Foundation Investment Trusts/Mutual FundsMiscellaneous The Kresge Foundation (Kresge) is a private, national foundation headquartered in Troy, Michigan. The firm was founded in 1924 to promote human progress. Kresge works to expand opportunities in America’s cities through grantmaking and social investing in arts and culture, education, environment, health, human services and community development, nationally and in Detroit, Memphis and New Orleans. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Ballard Spahr LLP
Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
California Bankers Association
California Bankers Association Miscellaneous Commercial ServicesCommercial Services California Bankers Association provides legislative advocacy and regulatory advocacy to the banking industry. The non-profit company is based in San Francisco, CA and has subsidiaries in United States. Simone F. Lagomarsino has been the CEO of the company since 2017. | Miscellaneous Commercial Services | Director/Board Member | |
Cahill Gordon & Reindel LLP
Cahill Gordon & Reindel LLP Miscellaneous Commercial ServicesCommercial Services Cahill Gordon & Reindel LLP provides legal services. Its practice areas include antitrust, bankruptcy and restructuring, corporate governance and investigations, crisis advisory and management, employee benefits, insurance, intellectual property, litigation, media, real estate, tax, and trusts. The company was founded by Joseph P. Cotton, George S. Franklin, William G. McAdoo and Francis McAdoo in 1919 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Doctorate Degree | |
University of London | College/University | Graduate Degree | |
Indiana University | College/University | Doctorate Degree | |
University of California, Berkeley | College/University | Doctorate Degree | |
University of Georgia | College/University | Graduate Degree | |
UniPro Foodservice, Inc.
UniPro Foodservice, Inc. Other TransportationTransportation UniPro Foodservice, Inc. provides food distribution services. The company was founded in 1958 and is headquartered in Atlanta, GA. | Other Transportation | Corporate Officer/Principal Director/Board Member | |
Palmetto Health-Midlands
Palmetto Health-Midlands Hospital/Nursing ManagementHealth Services Palmetto Health provides health care services. It offers behavioral care, cardiac services, healing waters, neuroscience, orthopedics, surgery and women services. The company was founded in February 2008 and is headquartered in Columbia, SC. | Hospital/Nursing Management | Director/Board Member | |
Toastmasters International
Toastmasters International Miscellaneous Commercial ServicesCommercial Services Toastmasters International is a non-profit educational organization that teaches public speaking and leadership skills through a worldwide network of clubs. The organization has approximately 270,000 members in more than 14,200 clubs across 148 countries. Since 1924, Toastmasters International has helped people from diverse backgrounds become more confident speakers, communicators, and leaders. The American company is headquartered in an undisclosed location. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Timberlake & Hite Co., Inc.
Timberlake & Hite Co., Inc. Food DistributorsDistribution Services Timberlake & Hite Co., Inc. provides food distribution services. It operates as a full line grocery distributor to convenience stores and restaurants primarily located in North and South Carolina and Georgia. The company was founded in 1897 by C.C. Thomas & C.L. Howard and is headquartered in Columbia, SC. | Food Distributors | Corporate Officer/Principal | |
The Rockefeller University | College/University | Director/Board Member Director/Board Member | |
Scott-Macon Ltd.
Scott-Macon Ltd. Miscellaneous Commercial ServicesCommercial Services Scott-Macon Ltd. provides advisory services. The private company is based in Houston, TX and has subsidiaries in the United States. The CEOs of the company are Leo Price Blackford and Nathan Cortright. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Health & Hospital Corporation of Marion County
Health & Hospital Corporation of Marion County Hospital/Nursing ManagementHealth Services Health & Hospital Corporation of Marion County operates general care hospitals and nursing homes. The private company is based in Indianapolis, IN and has subsidiaries in the United States. | Hospital/Nursing Management | Chairman | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Wexford Science & Technology LLC
Wexford Science & Technology LLC Investment ManagersFinance Wexford Science & Technology LLC is a privately-held real estate and development company located in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Wexford Equities LLC and their ultimate parent is Townsend Capital LLC | Investment Managers | General Counsel | |
BAI, Inc.
BAI, Inc. Miscellaneous Commercial ServicesCommercial Services BAI, Inc. provides professional support services. It offers professional services to government and industry, principally in the areas of arms control implementation and compliance, non-proliferation, and national security. The company was founded by Duvall McClellan Williams Jr. and John T. Hardenbergh in January 1999 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Founder | |
Columbia County Chamber of Commerce
Columbia County Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Columbia County Chamber of Commerce is a chamber of commerce organization. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Windsor Equities LLC
Windsor Equities LLC MiscellaneousMiscellaneous Windsor Equities LLC is an investment holding company. It provides real estate, finance and engineering services. The company was founded in 2006 and is headquartered in Baltimore, MD. | Miscellaneous | General Counsel | |
Ginsberg’s Institutional Foods, Inc.
Ginsberg’s Institutional Foods, Inc. Food RetailRetail Trade Ginsberg’s Institutional Foods, Inc. operates as a food service distributor. It offers food items which includes groceries, refrigerated and frozen products, center of the plate proteins, product, seafood, non-foods including chemicals and disposables. The company was founded in 1909 and is headquartered in Hudson, NY. | Food Retail | Chief Executive Officer | |
The Columbia Memorial Hospital
The Columbia Memorial Hospital Hospital/Nursing ManagementHealth Services Columbia Memorial Hospital is engaged in providing healthcare services. The firm provides medical services including Anesthesiology, Cardiology, Dental van, Dermatology, Diabetes Management, Emergency Medicine, Endocrinology, Family Practice, Gastroenterology, General Surgery, Hospice, Hospitalist, Minimally Invasive Surgery, Nephrology, Neurology & Stroke programs and Transfusion-free Medicine and Surgery. The hospital also provides diagnostics services including Complex Biopsies, Neuro-Biopsies, Cross-sectional Imaging, Fluoroscopy, CT Scan, CT Angiography, Ultrasound, Mammography,Digital Mammography, Breast MRI, MRI, Nuclear Imaging, Non-invasive Cardiology and Echocardiology. The company was founded in 1893 and is headquartered in Hudson, NY. | Hospital/Nursing Management | Director/Board Member | |
Lakeside Golf Club | Corporate Officer/Principal | ||
The University of North Carolina at Asheville | College/University | Masters Business Admin Masters Business Admin Doctorate Degree | |
International Foodservice Distributors Association | Director/Board Member | ||
Jonathan Club
Jonathan Club Other Consumer ServicesConsumer Services Jonathan Club provides dining, athletics, and wellness facilities, spa services, social events, and award shows. The private company is based in Los Angeles, CA. | Other Consumer Services | Corporate Officer/Principal | |
Naval Investigative Service Command | Corporate Officer/Principal | ||
Harris Financial Advisors, Inc. (California)
Harris Financial Advisors, Inc. (California) Investment ManagersFinance Harris Financial Advisors, Inc. provides investment advice. The company was founded by Mary G. Harris in 1992 and is headquartered in Torrance, CA. | Investment Managers | President | |
MERCHANTS BANCORP | Regional Banks | Founder | |
Merchants Bank of Indiana
Merchants Bank of Indiana Regional BanksFinance Part of Merchants Bancorp (Indiana), Merchants Bank of Indiana is a state chartered commercial bank. The company is based in Carmel, IN. The company was founded by Michael F. Petrie. Michael J. Dunlap has been the CEO of the company since 2009. | Regional Banks | Director/Board Member | |
Aba Stonier Graduate School of Banking | College/University | Undergraduate Degree | |
Columbia Economic Development Corp.
Columbia Economic Development Corp. Miscellaneous Commercial ServicesCommercial Services Columbia Economic Development Corp. promotes community development and encourages business investment within Columbia. The non-profit company is based in Columbia, PA. | Miscellaneous Commercial Services | President | |
Steward Financial Holdings, Inc.
Steward Financial Holdings, Inc. Investment ManagersFinance Steward Financial Holdings, Inc. provides financial advisory services. The company is headquartered in Springfield, MO. | Investment Managers | Director/Board Member | |
Westside Community Development Corp.
Westside Community Development Corp. Real Estate DevelopmentFinance Westside Community Development Corp. provides housing and commercial development, property management, and community planning services. The non-profit company is based in Indianapolis, IN. | Real Estate Development | Director/Board Member | |
Prisma Health
Prisma Health Medical/Nursing ServicesHealth Services Prisma Health operates as a non-profit organization that provides healthcare services. The company is headquartered in Columbia, SC. | Medical/Nursing Services | Director/Board Member | |
The WNET Group
The WNET Group BroadcastingConsumer Services The WNET Group is a nonprofit public media producer that creates inspiring media content and meaningful experiences for diverse audiences nationwide. The non-profit company is based in New York, NY and is the community-supported home of thirteen channels, including PBS stations, NPR stations, and news programs. The WNET Group's kids media and education team produces the PBS Kids series Cyberchase, interactive Mission US history games, and resources for families, teachers, and caregivers. The WNET Group brings arts, culture, education, news, documentary, entertainment, and DIY programming to more than five million viewers each month through these channels and streaming platforms. The company's award-winning productions include signature PBS series such as Nature, Great Performances, American Masters, and Amanpour and Company, as well as trusted local news programs such as MetroFocus and NJ Spotlight News with Briana Vannozzi. The company presents and distributes content that fosters lifelong learning, including multiplatform initiatives addressing poverty, jobs, economic opportunity, social justice, understanding, and the environment. Through Passport, station members can stream new and archival programming anytime, anywhere. The CEO of the company is Neal Shapiro. | Broadcasting | Director/Board Member Director/Board Member |
Statistics
International
United States | 50 |
United Kingdom | 2 |
Sectoral
Finance | 14 |
Consumer Services | 12 |
Commercial Services | 9 |
Health Services | 7 |
Miscellaneous | 3 |
Operational
Director/Board Member | 68 |
Corporate Officer/Principal | 51 |
Undergraduate Degree | 30 |
Chairman | 24 |
Independent Dir/Board Member | 12 |
Most connected contacts
Insiders | |
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Peter Grauer | 34 |
Randall Rogers | 16 |
Richard Adams | 14 |
Willard Overlock | 13 |
Donald P. Johnson | 11 |
Robert S. Eichfeld | 9 |
David M. Ginsberg | 9 |
James E. S. Hynes | 6 |
Jim Martin | 6 |
John M. Wells | 5 |
Duvall McClellan Williams | 5 |
Stewart Darrell | 5 |
Doug Polk | 5 |
Borden Hanes | 5 |
John Stewart Darrell | 5 |
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