Charlie King
Portfolio Manager-Equities at Morris & Wells Wealth Management LLC
Profile
Mr. Charles G.
King, CFA MBA, is a Portfolio Manager at Morris & Wells Wealth Management LLC.
He joined the firm in 1986.
From 1973 to 1986, Mr. King was a senior portfolio manager and research analyst with Chase Investment Counsel Corp.
From 1964 to 1973 he headed a $450 million Trust & Estate Portfolio Unit and was Director of Research for the Wachovia Bank and Trust Company of Winston-Salem, North Carolina.
In addition, he has served on the Board of Trustees of Averett College in Danville, Virginia.
Mr. King's education includes a B.A.
(Magna Cum Laude) from Wake Forest University in 1962 and an M.B.A.
from the University of North Carolina at Chapel Hill in 1964.
He has been a member of the CFA Grading Staff and has taught Investment Analysis and Portfolio Management courses for the McIntire School of Commerce at the University of Virginia.
Charlie King active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 1985-12-31 |
Former positions of Charlie King
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 1985-12-30 |
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) | Director of Research - Equity | 1972-12-30 |
| Averett College | Corporate Officer/Principal | - |
Training of Charlie King
| Wake Forest University | Undergraduate Degree |
| The University of North Carolina at Chapel Hill | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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. | Finance |
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. | Finance |
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) | Finance |
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