Profile
Mr. Joseph J.
Schlick is Vice President at Mount Vernon Associates, Inc. where he serves as a Portfolio Manager.
Prior to joining Mount Vernon Associates in May 2006, Mr. Schlick was employed by Compass Investment Management and HighMark Capital Management.
Mr. Schlick received his BA in History and Government from The College of William & Mary and an MBA in Finance and Marketing from The College of William & Mary-The Mason School of Business.
He is also a Chartered Financial Analyst.
Former positions of Joseph Jordan Schlick
| Companies | Position | End |
|---|---|---|
Mount Vernon Associates, Inc.
Mount Vernon Associates, Inc. Investment ManagersFinance MVA seeks to provide their clients with attractive long-term returns with reduced risk. Portfolios are managed based on each client's specific objectives through asset allocation, income targets, tax considerations and other investment constraints. The firm applies a top-down approach to both equity and fixed income management. Their management philosophy focuses on identifying securities with growth potential that can be purchased at a price which brings their clients the maximum value available for their dollar through fundamental qualitative and quantitative research disciplines. | Portfolio Manager-Equities | - |
Training of Joseph Jordan Schlick
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Mount Vernon Associates, Inc.
Mount Vernon Associates, Inc. Investment ManagersFinance MVA seeks to provide their clients with attractive long-term returns with reduced risk. Portfolios are managed based on each client's specific objectives through asset allocation, income targets, tax considerations and other investment constraints. The firm applies a top-down approach to both equity and fixed income management. Their management philosophy focuses on identifying securities with growth potential that can be purchased at a price which brings their clients the maximum value available for their dollar through fundamental qualitative and quantitative research disciplines. | Finance |
The College of William & Mary
The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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