"As Chief Investment Officer, Charles is primarily responsible for charting the firm's equity investment strategy, performing portfolio management duties, and executing equity trades. In addition, he works extensively with the firm's clients on the development and implementation of their financial plans and investment policies. Prior to founding Alder, he spent 8 years as a Financial Analyst in the health care industry, where he concentrated his efforts on financial forecasting, corporate valuations and mergers & acquisitions. Charles completed his B.S. in Finance from The University of Alabama. He is a candidate for the designation of Chartered Financial Analyst and is a member of both the Atlanta Society of Financial Analysts and CFA Institute. He currently holds an RIA (series 65) license, and has held a series 7 and series 63 license from the NASD. Charles' civic contributions include current technology committee chairperson in the Atlanta public school system, periodic guest speaker and volunteer for the Leukemia & Lymphoma Society, treasurer for the local chapter of Boy Scouts of America and involvement with his local community youth sports programs."