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Charles T. Simko
Investment Committee Member at
MainStreet Investment Advisors LLC
Profile
Mr. Charles T.
Simko is a Senior Portfolio Manager at MainStreet Investment Advisors LLC.
He is responsible for managing client relationships, which includes portfolio management and analysis.
He is a member of the Investment Committee which establishes investment strategy and policy.
Prior to joining MainStreet Advisors, Mr. Simko was a Senior Vice President and Portfolio Manager with FCI, Inc. where he managed Trust Investment Solutions client portfolios, was head of FCI’s Equity Income Team and a member of the Core Equity Investment Team.
Earlier, he was a Senior Vice President and Portfolio Manager with Wright Investors.
He received his undergraduate degree from Fairfield University.
He is a Chartered Financial Analyst.
He is a Member of the CFA Institute and New York Society of Security Analysts.
Charles T. Simko active positions
| Companies | Position | Start |
|---|---|---|
MainStreet Investment Advisors LLC
 MainStreet Investment Advisors LLC Investment ManagersFinance MainStreet Advisors provides investment research and strategies across the risk spectrum, utilizing mutual funds, ETFs, and individual stocks and bonds. They implement and manage portfolios to meet the investment needs and regulatory requirements of their clients. In portfolio construction and management, the firm aims to minimize investor costs from trading, expense ratios, and taxation. Their Investment Committee and subcommittees generate investment ideas, conduct research and analysis, evaluate risk/return parameters and determine asset allocation to assist clients in their portfolio construction. | Investment Committee Member | 01/09/2011 |
Former positions of Charles T. Simko
| Companies | Position | End |
|---|---|---|
Wright Private Asset Management LLC
 Wright Private Asset Management LLC Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 31/12/2009 |
Wright Investors' Service, Inc.
 Wright Investors' Service, Inc. Investment ManagersFinance Wright is committed to acting in the best interest of their clients and adheres to a sensible approach to managing assets that seeks to balance risk and return. The firm’s investment process is disciplined, repeatable and consistently applied to all portfolios. As a result of their research, they have developed many research tools to help improve portfolio management, including the Approved Wright Investment List (AWIL), consisting of the highest quality securities as determined by Wright. | Investment Committee Member | 01/01/1998 |
Training of Charles T. Simko
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
13
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright is committed to acting in the best interest of their clients and adheres to a sensible approach to managing assets that seeks to balance risk and return. The firm’s investment process is disciplined, repeatable and consistently applied to all portfolios. As a result of their research, they have developed many research tools to help improve portfolio management, including the Approved Wright Investment List (AWIL), consisting of the highest quality securities as determined by Wright. | Finance |
Wright Private Asset Management LLC
Wright Private Asset Management LLC Investment ManagersFinance Provides investment advice | Finance |
Fairfield University
 Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MainStreet Investment Advisors LLC
MainStreet Investment Advisors LLC Investment ManagersFinance MainStreet Advisors provides investment research and strategies across the risk spectrum, utilizing mutual funds, ETFs, and individual stocks and bonds. They implement and manage portfolios to meet the investment needs and regulatory requirements of their clients. In portfolio construction and management, the firm aims to minimize investor costs from trading, expense ratios, and taxation. Their Investment Committee and subcommittees generate investment ideas, conduct research and analysis, evaluate risk/return parameters and determine asset allocation to assist clients in their portfolio construction. | Finance |
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