Portfolio Manager/Research Analyst
With more than 20 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.
Charles graduated from the University of Arizona with a Bachelor of Science degree. He earned his CFA® designation in 2002 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 is a Southern California native and spends time with family cooking, traveling, and pursuing outdoor activities.