Assistant Vice President, Middle Office Manager
Charles oversees and implements policies and protocols and manages day-to-day activities of our middle office.
Charles has nearly 15 years of experience in the financial services industry. Before joining Investors Trust, he served in various roles in the Raleigh area, including as practice manager with Sharp Advisors, and earlier, as client service manager with LifeTime Asset Management. Charles began his career with Capitol Financial Solutions as a registered representative and was promoted to practice manager.
Charles earned a B.S. in business administration with a concentration in finance from the University of North Carolina at Wilmington.
Charles lives in Raleigh with his wife, Mandy, and daughter, Lucy. In his free time, Charles enjoys spending time with his family.