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.
