Charles supports the Investment Team by bringing a disciplined, process-driven approach blending fundamental and quantitative analysis to help drive investment performance across all asset classes.
Charles completed his undergraduate studies at Southeastern Louisiana University and moved to Houston to complete his MBA at the University of Houston. Charles also completed the requirements for his Chartered Financial Analyst (CFA) designation and is a member of the Houston Financial Analysts Society.
Charles has over 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. Charles is excited to bring a process-driven approach to investing to the clients at Oak Harvest.
Charles and his wife Laura enjoy living in the Heights and have two children. He loves competitive road racing and is an SCCA champion and driving instructor at MSR Houston.
Sign up to view 0 direct reports
Get started