Gavin Charlton
Gestionnaire de Portefeuille-Actions chez Hudson Capital Management LLC
Profil
Mr. Gavin O.
Charlton is an Associate Portfolio Manager at Hudson Capital Management LLC.
He brings over 7 years of industry experience in investment research, portfolio monitoring & construction, trading operations, and manager due diligence.
Prior to joining Regency, Mr. Charlton worked at Peapack Private Wealth Management where he helped to manage $800 million and over 200 households.
He was executing rebalancing strategies for 800+ accounts, covered the Utility sector for the firm, and was a member of the manager selection team.
His prior experience comprises equity and fixed income research, trading operations, and mutual fund due diligence.
Mr. Charlton graduated from William Paterson University with a B.S.
in Finance.
He is currently a level II candidate in the CFA program.
Postes actifs de Gavin Charlton
Sociétés | Poste | Début |
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Hudson Capital Management LLC
Hudson Capital Management LLC Investment ManagersFinance Hudson Capital Management LLC, dba Regency Wealth Management (Regency), is an independent registered investment advisor and wealth management firm headquartered in Ramsey, New Jersey. Founded in 2004, Regency provides Wealth Management, Investment Advisory, Financial Planning and Retirement Plan Consulting Services to individuals, high net worth individuals, corporate pension and profit-sharing plans, businesses, foundations, charitable organizations, and trusts. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Formation de Gavin Charlton
William Paterson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Hudson Capital Management LLC
Hudson Capital Management LLC Investment ManagersFinance Hudson Capital Management LLC, dba Regency Wealth Management (Regency), is an independent registered investment advisor and wealth management firm headquartered in Ramsey, New Jersey. Founded in 2004, Regency provides Wealth Management, Investment Advisory, Financial Planning and Retirement Plan Consulting Services to individuals, high net worth individuals, corporate pension and profit-sharing plans, businesses, foundations, charitable organizations, and trusts. | Finance |