Michael A. Charles
Analyst-Equity bij Wallington Asset Management LLC
Profiel
Mr. Michael A.
Charles is a Vice President & Senior Wealth Advisor at Wallington Asset Management LLC.
He is primarily responsible for financial planning and portfolio management.
He is also involved in security analysis and serves as a member of Wallington Asset Management’s Investment Selection Committee.
He has been employed in the field of finance for over thirty eight years.
He began his career by performing various functions in accounting, auditing, and corporate financial analysis where he earned his Certified Public Accountancy designation.
In 1990, he transitioned to the financial services industry, focused on managing private investment portfolios and providing personal financial planning for high net worth individuals.
For four of his fourteen-year tenure at NatCity Investments he successfully established and managed the financial planning department serving over 200 of the firm’s financial advisors and their clients.
He spent over five and one-half years serving high net worth clients as a Wealth Management Advisor and was the Indianapolis Compliance Branch Office Manager.
Mr. Charles received his Bachelor of Business Administration in Accounting from the University of Notre Dame and a Master of Business Administration from Butler University.
He is also a Certified Financial Planner.
Actieve functies van Michael A. Charles
Bedrijven | Functie | Begin |
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Wallington Asset Management LLC
Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Analyst-Equity | 01-01-2012 |
Eerdere bekende functies van Michael A. Charles
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TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Corporate Officer/Principal | - |
Opleiding van Michael A. Charles
University of Notre Dame | Undergraduate Degree |
Butler University | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 2 |
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Wallington Asset Management LLC
Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Finance |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Finance |