As Director of Investments, 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. He has worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase. Charles is excited to bring a process-driven approach to investing to our clients at Oak Harvest.