John K. Sargent

Chief Executive Officer at

Middleton & Co., Inc.

Finance

Consumer Services

Profile

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.

John K. Sargent active positions

Companies	Position	Start
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.	Chief Executive Officer	01/09/1993

All active positions of John K. Sargent

Former positions of John K. Sargent

Companies	Position	End
Corporate Decisions, Inc.	Corporate Officer/Principal	31/12/1992

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Linked companies

Private companies	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.