|
Charlie holds responsibility for daily operations, compliance activities, strategic management, and ongoing client relationship management. With n emphasis on fund-of-funds and equity portfolios, he has managed assets, developed financial investment strategies, and performed financial analysis since 1987. He comes to MadisonGrey from Infinity Capital Management, a multi-strategy family of hedge funds where he led accounting operations, compliance, financial analysis, and product development. Charlie was also chief executive officer of ASLO, Inc., a financial analytical software firm specializing in back-office solutions integrated with interactive investment advice for defined contribution plans. Previously, he served as president and chief investment officer of Sovereign Capital Trust, a registered investment advisory firm specializing in asset allocation modeling strategies and fund administration for defined contribution plans. A registered securities principal and registered investment advisor with the NASD, Charlie majored in accounting and economics at Georgia State University and is involved in several civic organizations. | 