Calvin Koonce
Chief Executive Officer at Montgomery Investment Management, Inc.
Net worth: 144 M $ as of 2024-04-29
Calvin Koonce active positions
| Companies | Position | Start | End |
|---|---|---|---|
Montgomery Investment Management, Inc.
 Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Chief Executive Officer | 1986-12-31 | - |
| Founder | 1986-12-31 | - | |
| Portfolio Manager-Equities | 1986-12-31 | - | |
| President | 1986-12-31 | - | |
Koonce Securities LLC
 Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Chief Executive Officer | 1978-12-31 | - |
| Chairman | 1978-12-31 | - | |
| Founder | 1978-12-31 | - | |
| President | 1978-12-31 | - |
Career history of Calvin Koonce
Former positions of Calvin Koonce
| Companies | Position | Start | End |
|---|---|---|---|
| VSE CORPORATION | Director/Board Member | 2019-04-29 | 2024-05-20 |
| Chairman | 2018-04-29 | 2019-07-30 | |
| Independent Dir/Board Member | 1991-12-31 | 2024-05-20 |
Training of Calvin Koonce
| Massachusetts Institute of Technology | Undergraduate Degree |
| University of California, Berkeley | Doctorate Degree |
Statistics
International
| United States | 6 |
Operational
| Chief Executive Officer | 2 |
| Founder | 2 |
| President | 2 |
Sectoral
| Finance | 4 |
| Industrial Services | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| VSE CORPORATION | Industrial Services |
| Private companies | 2 |
|---|---|
Koonce Securities LLC
Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Finance |
Montgomery Investment Management, Inc.
Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Finance |
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