Calvin Koonce
Chief Executive Officer at Montgomery Investment Management, Inc.
Net worth: 144 M $ as of 2024-04-29
Profile
Calvin Scott Koonce is the founder.
He founded Koonce Securities LLC in 1979, where he currently holds the title of Chairman.
He also founded Montgomery Investment Management, Inc. in 1987, where he is currently the Managing Director.
Dr. Koonce's former job is as an Independent Director at VSE Corp., where he worked from 1992 to 2024.
He held the title of Independent Director from 2019 to 2024.
Dr. Koonce's education history includes undergraduate studies at the Massachusetts Institute of Technology.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
VSE CORPORATION
11.84% | 2024-05-15 | 1,867,082 ( 11.84% ) | 144 M $ | 2024-04-29 |
Calvin Koonce active positions
| Companies | Position | Start |
|---|---|---|
Montgomery Investment Management, Inc.
 Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Chief Executive Officer | 1986-12-31 |
Koonce Securities LLC
 Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Chief Executive Officer | 1978-12-31 |
Former positions of Calvin Koonce
| Companies | Position | End |
|---|---|---|
| VSE CORPORATION | Chairman | 2019-07-30 |
Training of Calvin Koonce
| Massachusetts Institute of Technology | Undergraduate Degree |
| University of California, Berkeley | Doctorate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| VSE CORPORATION | Industrial Services |
| Private companies | 2 |
|---|---|
Montgomery Investment Management, Inc.
Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Finance |
Koonce Securities LLC
Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Finance |
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