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Profil
Mr. Charles D.
Brown is a Managing Director at Windhaven Investment Management, Inc.
Mr. Brown has been with Windhaven since November 2010.
He joined Windward (the predecessor to Windhaven) in 2009 from Credit Suisse.
He has over 13 years of experience in the investment industry.
During the first part of his career, he was a healthcare investment banker at CIBC World Markets and First Union Capital Markets, then a healthcare equity analyst at Credit Suisse, covering small and mid-cap pharmaceutical stocks.
He began his career in asset management at Credit Suisse before coming to Windhaven.
His clients include high net worth families and non-profit organizations.
Mr. Brown earned his M.B.A. in Finance from the Darden School at the University of Virginia and his B.A. in Philosophy from the University of North Carolina at Chapel Hill.
Anciens postes connus de Chuck Brown
| Sociétés | Poste | Fin |
|---|---|---|
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Gestionnaire de Portefeuille-Actions | 15/05/2015 |
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Corporate Officer/Principal | 31/10/2010 |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
First Union Capital Markets Corp.
 First Union Capital Markets Corp. Investment ManagersFinance Investment management | Analyst-Equity | - |
CIBC World Markets Corp. (Old)
 CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Corporate Officer/Principal | - |
Formation de Chuck Brown
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
41
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
CIBC World Markets Corp. (Old)
CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
First Union Capital Markets Corp.
First Union Capital Markets Corp. Investment ManagersFinance Investment management | Finance |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Finance |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Virginia Darden School of Business
 University of Virginia Darden School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
