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James D. King

King-James

Jim has worked in the Investment Services Industry since 1978 when he joined Dean Witter Reynolds of Wayne, Pennsylvania as a licensed securities broker.  He later served in a similar position at Thomson McKinnon Securities in Malvern, Pennsylvania.  In 1989 he joined Meridian Asset Management where he led the investment management function for the Philadelphia wealth management group.  In 1994, he joined National Penn Bancshares and helped form National Penn Investors Trust Company, an affiliate of Institutional Advisors, LLC.  Today, Jim serves as president and chief investment officer of both Institutional Advisors and National Penn Investors Trust Company, overseeing all company activities, guiding the firm’s investment philosophy and outlook, and supervising investment management strategies.

Jim is a graduate of The Pennsylvania State University and the Central Atlantic School of Trust.  Active in the community, he is the board Vice President of Inter-Faith Housing Alliance and serves on the Audit and Finance Committee for Phoebe Ministries.  Additionally, he is a board member and chairman of the Finance Committee of the Montgomery County Community College Foundation.  Professionally, Jim is a member of both the CFA Institute and Bond Club of Philadelphia, as well as an affiliate member of the Financial Analysts of Philadelphia.  Jim’s market opinions have been quoted by The New York Times, BusinessWeek, Financial Times, CNN Money, Bloomberg, and other financial news services.


Phone: 610.371.2084 Fax: 610.372.1896
Address: Wyomissing, PA

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