Portfolio Manager/Research Analyst
With more than 18 years of financial industry experience, Charles is one of Telos Capital Management, Inc.’s experienced investment professionals. Prior to joining our firm, Charles was an associate analyst and trader with a local investment advisory firm. He began his career at TD Ameritrade, where he spent seven years as an institutional fixed income trader. His in-depth knowledge and breadth of expertise add valuable depth to Telos’ fixed income offerings.
While originally from California, Charles graduated from the University of Arizona with a Bachelor of Science degree. In 2002 Charles earned his CFA designation and became a member of the CFA Institute and the CFA Society of San Diego. He formerly held Financial Industry Regulatory Authority (FINRA) Series 7, 63, 3 and 4 licenses.
Charles and his family reside in San Diego. He enjoys travel and outdoor activities.