Charlie leads Tealwood’s investment team, as well as the firm’s long-term strategy. His enthusiasm for the investment business makes for a high energy environment built around a proven investment discipline.
Charlie has been serving 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 on the Board of Governors of the Investment Adviser Association (IAA), and as an Emeritus member of the Minnesota Historical Society’s investment committee.