Profil
Calvin Scott Koonce is the founder of Koonce Securities LLC, serving as Chairman since 1979.
Dr. Koonce is the founder of Montgomery Investment Management, Inc., serving as Managing Director since 1987.
Former job includes Independent Director at VSE Corp.
from 2019 to 2024.
Education includes an undergraduate degree from Massachusetts Institute of Technology and a doctorate from the University of California, Berkeley.
Aktive Positionen von Calvin Koonce
| Unternehmen | Position | Beginn |
|---|---|---|
Montgomery Investment Management, Inc.
Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery is a value investor with a long-term time horizon focused on investing in companies that are competitively entrenched, attractively priced, and well managed. Their method of analysis includes fundamental and cyclical approaches. The firm looks for emerging, overlooked investment themes, and employs proprietary fundamental analysis to identify related companies with the potential to provide superior long-term performance. Diversification among different companies, industries, and types of investments can assist in minimizing risk. Relevant factors considered include: high return on equity, accelerating earnings, low P/E, low price to book value, strong balance sheet, increasing dividends, good governance, strong competitive position, and high barriers to entry. | Vorstandsvorsitzender | 01.01.1987 |
Koonce Securities LLC
Koonce Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Vorstandsvorsitzender | 01.01.1979 |
Ehemalige bekannte Positionen von Calvin Koonce
| Unternehmen | Position | Ende |
|---|---|---|
| VSE CORPORATION | Vorsitzender | 31.07.2019 |
Ausbildung von Calvin Koonce
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
VSE Corp.
VSE Corp. Engineering & ConstructionIndustrial Services Provides engineering and supply chain management services | Industrial Services |
Koonce Securities LLC
Koonce Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Montgomery Investment Management, Inc.
Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery is a value investor with a long-term time horizon focused on investing in companies that are competitively entrenched, attractively priced, and well managed. Their method of analysis includes fundamental and cyclical approaches. The firm looks for emerging, overlooked investment themes, and employs proprietary fundamental analysis to identify related companies with the potential to provide superior long-term performance. Diversification among different companies, industries, and types of investments can assist in minimizing risk. Relevant factors considered include: high return on equity, accelerating earnings, low P/E, low price to book value, strong balance sheet, increasing dividends, good governance, strong competitive position, and high barriers to entry. | Finance |
Massachusetts Institute of Technology
Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















