Charles Kard, CFA, CFP®

Chief Investment Officer

Charles is SVP and Chief Investment Officer of Adelphi Trust Company.

He has a 27-year career in portfolio management and has worked with high-net-worth individuals, trusts, not-for-profit organizations, family foundations, and corporate entities. His experience includes portfolio management and relationship management with prominent national and state bank and trust companies.

Charles is a Chartered Financial Analyst and Certified Financial Planner. He is the past president and current board member of the CFA Society Tampa Bay. He is also a member of the Suncoast Estate Planning Council and serves on an advisory panel for the University of South Florida – Kate Tiedemann School of Business & Finance.

Charles is a native of St. Petersburg, Florida, and has spent his career serving Florida clients, primarily in the Tampa Bay region.


Investment Services

Investment products and services are not obligations of or guaranteed by Adelphi Trust Company, are not insured by the FDIC, and are subject to investment risks, including possible loss of the principal amount invested.


May lose value
No bank or trust company guarantee
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