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.
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.
NOT FDIC INSURED