Charles supports portfolio management and trading across a wide range of asset classes at 1900 Wealth Management. His responsibilities include trade execution, portfolio reviews, manager due diligence, and assisting with investment strategies for both 1900 Wealth Management and Jefferson Bank Trust clients.
Before joining the firm, Charles 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 asset management and pricing analytics. Charles holds an MBA and a Bachelor of Science in Business Administration in Finance from Robert Morris University.
Experience & Education
- Vice President, Investment Officer – 1900 Wealth Management
- Research Analyst and Portfolio Manager – Miura Group
- Asset Management Analyst – Expansive
- Pricing Analyst – Whole Foods Market
- MBA and B.S.B.A. in Finance – Robert Morris University