Charles serves as a Portfolio Manager in the Atlanta office. Prior to joining Diversified Trust, Charles managed multi-asset portfolios for Bank of America’s Chief Investment Office where he was responsible for investment strategy, manager selection, and portfolio construction. Prior to Bank of America, Charles served an academic year internship at Verger Capital Management, an OCIO for institutions. Charles began his career at Cambridge Associates providing investment consulting analytics to institutions.
Charles received a Bachelor of Arts from Washington and Lee University. Subsequently, he received a Master of Business Administration with a concentration in Finance from Wake Forest University where he was selected as a Dean’s Scholar and graduated with Beta Gamma Sigma distinction.