![John K. Sargent](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>)
John K. Sargent
Vorstandsvorsitzender bei
Middleton & Co., Inc.
Profil
Mr. John K.
Sargent is a President & Managing Director at Middleton & Co., Inc. He joined Middleton & Company in 1993 and has responsibilities in both portfolio management and investment research.
He works as a member of the Investment Committee to support the firm’s investment strategy, generate new investment ideas, and has helped to develop the firm’s venture/private equity offerings.
He has served in numerous capacities at his church and with youth activities.
Prior to joining Middleton, he spent several years at Corporate Decisions, Inc., a consulting firm specializing in the development of profitable growth strategies for large, multinational clients.
He graduated magna cum laude in Economics from Princeton University.
He is a CFA charterholder and is a member of the CFA Society Boston, the CFA Institute and the Boston Economic Club.
He is currently Chairman of the Board of Trustees for the South Shore Christian Academy.
Aktive Positionen von John K. Sargent
| Unternehmen | Position | Beginn |
|---|---|---|
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Vorstandsvorsitzender | 01.09.1993 |
Ehemalige bekannte Positionen von John K. Sargent
| Unternehmen | Position | Ende |
|---|---|---|
Corporate Decisions, Inc. | Corporate Officer/Principal | 31.12.1992 |
Ausbildung von John K. Sargent
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
11
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Finance |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Corporate Decisions, Inc. |
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