Profil
Prior to joining Zeliff Wallace, Mr. Wallace entered investment management in 1968 at Wachovia Bank and Trust Company in Winston-Salem, North Carolina.
He served in investment management functions at Citizens and Southern Bank of South Carolina and the National Bank of Georgia.
After overseeing the trust investment department at the National Bank of Georgia, Mr. Wallace co-founded the predecessor firm to Zeliff Wallace Jackson in 1981.
Mr. Wallace holds a bachelor’s degree in business administration from The Citadel.
After service as an officer in the Finance Corp of the U.S.
Army, he returned to graduate school in finance and industrial management at the University of Tennessee.
Mr. Wallace is a Chartered Financial Analyst charterholder, a Chartered Investment Counselor and a member of the Atlanta Society of Financial Analysts and the CFA Institute.
He is a past president of the Georgia Securities Association and currently serves on the Board of Directors.
He is also a director of The North Atlanta National Bank.
He is a member of Peachtree Presbyterian Church in Atlanta.
Ehemalige bekannte Positionen von Charles J. Wallace
Unternehmen | Position | Ende |
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ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Chief Investment Officer | 01.01.2009 |
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) | Portfolio Manager-Aktien | 01.01.1981 |
Ausbildung von Charles J. Wallace
The Citadel, The Military College of South Carolina | Undergraduate Degree |
University of Tennessee | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | 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 |