Charlie is a Senior Consultant with R.V. Kuhns & Associates, Inc. and joined the Portland office in 2005 and has nine years of experience in the investment consulting and asset management industry. Prior to joining RVK he was a portfolio manager with Badgley, Phelps, and Bell specializing in working with high-net-worth families, eleemosynary institutions, and trusts. Charlie has also been a trustee for several healthcare related foundations, as well as a trustee for a large hospital system investment committee. His clients include foundations/endowments, high net worth individuals and families, and pension plans. In addition, he has a special interest in healthcare where he works with both health insurance companies and hospitals. Charlie has a Bachelor of Arts degree in Natural Science from Lewis and Clark College, a Doctorate in Medicine from Oregon Health Sciences University and did his post graduate training at UCLA. He received the Chartered Financial Analyst designation in 2000 and is a member of the CFA Institute and the Portland Society of Financial Analysts. Charlie is a shareholder of the firm. |