Charles Dodd is an Investment Officer at 1900 Wealth, where he supports portfolio management and trading across a wide range of asset classes. His responsibilities include trade execution, portfolio reviews, manager due diligence, and assisting with investment strategies for both 1900 Wealth and Jefferson Bank Trust clients.
Previously, he served as a Research Analyst and Portfolio Manager at Miura Group, where he led macroeconomic research and contributed to portfolio development and strategy. His background also includes experience in asset management and pricing analytics. Charles holds an MBA and B.S.B.A. in Finance from Robert Morris University.
Experience & Education
- Investment Officer – 1900 Wealth
- Research Analyst & Portfolio Manager – Miura Group
- Asset Management Analyst – Expansive
- Pricing Analyst – Whole Foods Market
- MBA & B.S.B.A. in Finance – Robert Morris University