Charlie leads Tealwood’s investment team and long-term strategy. His enthusiasm for the investment business creates a high-energy environment built around a proven investment discipline.

Charlie has served institutional and individual investors for nearly 30 years and holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies. This designation includes the study of legal standards required by fiduciaries to prudently manage investment decisions.

Charlie joined Tealwood in 1995 after thirteen years in the investment business with Smith Barney and Dean Witter. He is a graduate of Coe College with a B.A. in American Studies and is a lifelong scholar of market and world history. Charlie serves as a Board member and Chairman of the Minnesota Historical Society’s investment committee.