Gallery view

1980 May 8

Kernc, Barbara

Memorandum from Barbara J. Kernc to Mark H. McCormack

Kernc sends security listings for McCormack, his wife Nancy, International Management Incorporated and World Management Establishment.

Mark H. McCormack Papers

1969 Nov. 8

McCormack, Mark H.

Memorandum from Mark H. McCormack to William H. Carpenter

McCormack asks Carpenter to make another Bruce Devlin securities list that includes a category for securities recommended by IMI and another section for those recommended by Devlin's current advisors in California.

Mark H. McCormack Papers

1969 Nov. 8

McCormack, Mark H.

Memorandum from Mark H. McCormack to William H. Carpenter, Richard R. Alford and John W. McGrath

McCormack informs the recipients that he would like to discuss the tax selling of securities at the December 6 meetings.

Mark H. McCormack Papers

1974 Mar. 11

McCormack, Mark H.

Memorandum from Mark H. McCormack to Larry Pelkowski

McCormack asks Pelkowski to continue using market value for Nancy McCormack's securities.

Mark H. McCormack Papers

1968 Dec. 14

McCormack, Mark H.

Memorandum from Mark H. McCormack to William H. Carpenter

Expressing concern over the recent handling of securities lists and how that may transfer to the new International Financial Management. McCormack requests that all lists are reviewed by David Rees before being turned in.

Mark H. McCormack Papers

1980 Mar. 10

Kernc, Barbara

Memorandum from Barbara J. Kernc to Mark H. McCormack

Kernc sends the security listings for McCormack, his wife Nancy, International Management Inc. and World Management Establishment.

Mark H. McCormack Papers

1973 Feb. 26

McCormack, Mark H.

Memorandum from Mark H. McCormack to Edward J. Keating

McCormack explains that they can still give financial planning advice but cannot make specific securities recommendations. They will need someone qualified under the Federal laws to advise about securities investments and an independent advisor will have to make recommendations to clients about tax shelters.

Mark H. McCormack Papers

1969 Nov. 8

McCormack, Mark H.

Memorandum from Mark H. McCormack to William H. Carpenter and Robert E. Winn

McCormack asks that securities lists be prepared for all accounts at year end.

Mark H. McCormack Papers

1974 Nov. 1

McCormack, Mark H.

Mark H. McCormack security holdings at November 1, 1974

A spreadsheet containing information regarding McCormack's securities holdings as of November 1, 1974.

Mark H. McCormack Papers