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Career history of Chuck Korger
Former positions of Chuck Korger
Companies | Position | Start | End |
---|---|---|---|
Independence Advisors LLC
![]() Independence Advisors LLC Investment ManagersFinance Independence Advisors LLC is a wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Charles (Chas) Boinske and James D. Brown in 2010. They are a subsidiary of Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Independence Advisors provides investment advice to high net-worth individuals, pension and profit-sharing plans, trusts, estates and non-profit organizations, corporations and other business entities. | Portfolio Manager-Equities | 31/12/2012 | 30/09/2015 |
Portfolio Manager-Fixed Income | 31/12/2012 | 30/09/2015 | |
Sage Financial Group, Inc.
![]() Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Corporate Officer/Principal | 30/12/2012 | 30/12/2012 |
Mercer Global Advisors, Inc.
![]() Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Corporate Officer/Principal | 31/12/1998 | - |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | 31/12/1998 | - |
Training of Chuck Korger
Doane College | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Independence Advisors LLC
![]() Independence Advisors LLC Investment ManagersFinance Independence Advisors LLC is a wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Charles (Chas) Boinske and James D. Brown in 2010. They are a subsidiary of Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Independence Advisors provides investment advice to high net-worth individuals, pension and profit-sharing plans, trusts, estates and non-profit organizations, corporations and other business entities. | Finance |
Sage Financial Group, Inc.
![]() Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Finance |
Mercer Global Advisors, Inc.
![]() Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Finance |
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