Charlie has 30 years of investment experience with high net worth clients. After starting his career at Merrill Lynch, in 1985, Charlie joined Wiley Bros.-Aintree Capital, LLC, in 1995. Throughout his career, Charlie has focused on manager analysis and has built strong relationships with top managers across the nation.
Charlie is a graduate of Montgomery Bell Academy, Class of 1968. He holds a B.A. in American Studies from the University of North Carolina, Chapel Hill.
