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Asset Management

Charles A. Rodgers , CFA

Regional Chief Investment Officer

Charles A. Rodgers

Charlie is the regional chief investment officer of Asset Management, overseeing investment strategy and portfolio construction for ultra-high-net-worth families. He joined Wells Fargo in 2008 and has over 20 years of investment industry experience.

Prior to Abbot Downing, Charlie was a director of investments for Wells Fargo Family Wealth, a predecessor firm of Abbot Downing. Prior to Wells Fargo, Charlie served as director of investments at Lydian Bank & Trust. In addition, he worked at Northern Trust as a senior portfolio manager for 10 years.

Charlie earned both a master’s degree in business administration with a concentration in finance and a bachelor’s degree in international and comparative studies and political science from the University of  Miami. Charlie is a holder of the right to use the Chartered Financial Analyst® designation.

707 Wilshire Boulevard, Suite 5400

Los Angeles, CA 90017