Career history of Marc Durica
Former positions of Marc Durica
| Companies | Position | Start | End |
|---|---|---|---|
| Interstate/Johnson Lane Corp. | Corporate Officer/Principal | 01/01/1998 | 31/12/2001 |
| First Union National Bank (Charlotte, North Carolina) | Corporate Officer/Principal | 31/12/1980 | 31/12/1980 |
Willingdon Wealth Management LLC
 Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Portfolio Manager-Equities | 01/01/2016 | - |
| Portfolio Manager-Fixed Income | 01/01/2016 | - | |
Caritas Capital LLC
 Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Analyst-Equity | 05/05/2010 | - |
| Portfolio Manager-Equities | 03/05/2010 | 05/05/2010 | |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - | - |
Portfolio Capital Management, Inc.
 Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Chief Executive Officer | 01/01/1981 | - |
| Founder | 15/10/2009 | - | |
| President | 01/01/1981 | - |
Training of Marc Durica
| Bowling Green State University | Masters Business Admin |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
Sectoral
| Finance | 7 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
Portfolio Capital Management, Inc.
Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
| Interstate/Johnson Lane Corp. | Finance |
Caritas Capital LLC
Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Finance |
| First Union National Bank (Charlotte, North Carolina) | Finance |
Willingdon Wealth Management LLC
Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Finance |
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