Charlie joined Novem Group in August 2019. As a Portfolio Manager, Charlie oversees the investment team and assists the advisors with their investment strategy. He has eight years of analytical experience in the investment management industry. Charlie is an avid reader and a perpetual student of the markets. He focuses on identifying and developing investment strategies that help Novem clients achieve their goals.
After graduating from Hamilton College with a BA in Economics and Government, Charlie continued to London, where he completed his master’s degree at Cass Business School. Returning home to Rochester, he earned his Chartered Financial Analyst (CFA) designation. He currently serves as a professional advisor to the Rochester Area Community Foundation and sits on the board of the CFA Society of Rochester.
Charlie and his wife, Ginger, settled down in Rochester, where they have two girls and a very needy golden retriever. If he ever found free time, Charlie would enjoy running, golfing, and skiing.
***Advisory services offered through Novem Group, an SEC-Registered Investment Adviser, which is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.
Novem Group is not affiliated with FourBridges Financial Group.
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