Charlie is a private client portfolio manager at Brown Advisory responsible for investing portfolios on behalf of individuals, families, family offices, endowments, and foundations. Prior to moving to Richmond, Charlie worked with Brown Advisory in Washington, DC.
Education
- East Carolina University, BS
- University of North Carolina at Chapel Hill, MBA
Community Involvement
- James River Association
- St. Christopher's School
Certifications
- Chartered Alternative Investment Analyst (CAIA)