Charlie King
Portfolio Manager-Aktien bei Morris & Wells Wealth Management LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| John Stewart Darrell | M | - |
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. | 49 Jahre |
| John M. Wells | M | - |
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. | 13 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Duvall McClellan Williams | M | - |
Wake Forest University
| 7 Jahre |
| Sandy Nelson Weeks | M | - |
Wake Forest University
| 7 Jahre |
| Stewart Darrell | M | - |
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. | - |
| Peter Grauer | M | 79 |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Doug Polk | M | - |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Frederick Dashiell | M | 83 |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| James S. Forrester | M | 87 |
Wake Forest University
| 4 Jahre |
| Jim Martin | M | - |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Ed Irvin | M | - |
The University of North Carolina at Chapel Hill
| - |
| Robert S. Eichfeld | M | 80 |
Wake Forest University
| 4 Jahre |
| David M. Ginsberg | M | - |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Jerome D. Odom | M | - |
The University of North Carolina at Chapel Hill
| - |
| Gerald S. Tanenbaum | M | 79 |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Thomas D. Arthur | M | 79 |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Phillip L. Clay | M | - |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Donald P. Johnson | M | 78 |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Borden Hanes | M | - |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Frank Bragg | M | - |
Wake Forest University
| 4 Jahre |
| Bill R. Watson | M | - |
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) | 14 Jahre |
| Charles J. Wallace | M | - |
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) | 13 Jahre |
| Paul Lawrence Wingate | M | 81 |
Wake Forest University
| 4 Jahre |
| Harry Burn | M | - |
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. | - |
| Willard Overlock | M | 78 |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Richard Adams | M | 77 |
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) | - |
| James E. S. Hynes | M | 83 |
The University of North Carolina at Chapel Hill
| 4 Jahre |
| Randall Rogers | M | 78 |
The University of North Carolina at Chapel Hill
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 28 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Charlie King
- Persönliches Netzwerk
