Charles oversees and implements policies and protocols while managing day-to-day activities of the Investors Trust risk management and information resources area. He also provides account trading support.
Before joining Investors Trust, Charles served in various financial services roles in the Raleigh area, including as a practice manager with Sharp Advisors and, prior to that role, as a client service manager with LifeTime Asset Management. He began his career with Capitol Financial Solutions as a registered representative before serving as practice manager for the same company.
Charles earned a bachelor’s degree in business administration with a concentration in finance from the University of North Carolina at Wilmington.
He and his wife, Mandy, reside in Raleigh.