Charles is a senior vice president and senior portfolio manager in the Palm Beach office. He is responsible for leading client engagements with a focus on strategic investment guidance and investment consulting.
Prior to joining Abbot Downing, Charles was a senior investment manager with Wells Fargo Family Wealth, a predecessor firm of Abbot Downing. He worked with Calibre from 2006 to 2008. Before his time at Calibre, Charles served as a senior vice president and portfolio manager at Bank of America where he focused on complex, multigenerational relationships spanning all asset classes and investment management styles. Charles previously served various roles at JP Morgan including private banking investment advisor in the Palm Beach market. Additionally while at JP Morgan, he served as an investment and planning advisor in Denver and as the Chief Administrative Officer for their Midwest region.
Charles graduated cum laude with a bachelor’s degree in business administration with a concentration in finance from the University of Wisconsin-Whitewater. He is a holder of the right to use the Chartered Financial Analyst® designation.