Chuck McKenzie Email & Phone Number
Managing Partner
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Chuck McKenzie Location
- Barnstable, MA, US
Chuck McKenzie Work
- 2019 -now Senior Advisor @ Lantern Harbor Investment Partners
- 2019 -now Advisory Board Member @ Capital Equilibrium
- 2019 -now Managing Partner @ Dormie Consulting Services LLC
- 2019 -2019 Executive Advisor @
- 2016 -2019 President of Japan @
- 2015 -2018 Global Head of Institutional Business @
- 2010 -2015 Managing Partner @ 56 Degrees Professional Services, LLC
- 2012 -2014 Head of Institutional Solutions @ Fidelity Investments
- 2011 -2012 Member - Board of Directors @ Geode Capital Management
- 2009 -2010 President and CEO @ DG Capital Management
- 1999 -2009 Chairman, CEO and CIO @ OFI Institutional Asset Management
- 1996 -1999 Head of Marketing and Client Service @
- 1992 -1996 Director of Marketing @
- 1987 -1992 Partner and Senior Consultant @ Wyatt Asset Services
- 1982 -1987 Investment Consultant @
- 1979 -1982 Account Exec and Regional Marketer @ UNUM
Chuck McKenzie Education
- United States Golf Teachers Federation
Level 3 Certified Instructor (golf swing analysis and adjustment)
2011-2011 - University of Chicago
MBA (Finance and Marketing)
1982-1984 - Bates College
BA (Math, Political Science and Education)
1975-1979
Chuck McKenzie Skills
- Asset Allocation
- Mutual Funds
- Asset Managment
- Equities
- Investments
- Investment Management
- Hedge Funds
- Portfolio Management
- Investment Strategies
- Fixed Income
- Retirement
- Alternative Investments
- Project Management
- Capital Management
- Distribution
- Education
- Marketing
- Sales
- Golf
- Institutional
- Social Media
- Business Strategy
- Strategy
Chuck McKenzie Summary
- Chuck McKenzie, based in Barnstable, MA, US, is currently a Managing Partner at Dormie Consulting Services LLC. Chuck McKenzie brings experience from previous roles at Lantern Harbor Investment Partners, Capital Equilibrium and Fidelity International. Chuck McKenzie holds a 2011 - 2011 Level 3 Certified Instructor in golf swing analysis and adjustment @ United States Golf Teachers Federation. With a robust skill set that includes Asset Allocation, Mutual Funds, Asset Managment, Equities, Investments and more. Chuck McKenzie has 5 emails and 5 mobile phone numbers on RocketReach.
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