ROLE: Charles Freeman is the Director of Investment Management.
EXPERIENCE: Over 25 years of investment management experience. Before going independent, Charles worked at several investment firms including New York based Equitable, the 9th largest broker-dealer in the U.S.
CERTIFICATIONS: Chartered Financial Analyst (CFA), Enrolled Agent
LOCATION: Charles meets virtually with clients from all across the country.
PERSONAL: Charles is an investments geek and regularly shares his knowledge on Linkedin, podcasts, and other social media channels. He’s a graduate of UNC Chapel Hill and a rabid Tarheels fan. When he’s not analyzing investment strategies on Bloomberg, he spends his time playing tennis, guitar, chess, or snowboarding.
