![Calvin Koonce](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Calvin Koonce
Chief Executive Officer at
Montgomery Investment Management, Inc.
Profile
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.
Calvin Koonce active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 1986-12-31 |
Koonce Securities LLC
 Koonce Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Chief Executive Officer | 1978-12-31 |
Former positions of Calvin Koonce
| Companies | Position | End |
|---|---|---|
| VSE CORPORATION | Chairman | 2019-07-30 |
Training of Calvin Koonce
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
44
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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