Charles joined Income Growth Advisors, LLC in 2013 after honing his quantitative analysis and equity research skills at Cavoleph Partners, a New York based long/short equity fund, and Royal Bank of Scotland, a leading U.K. based investment bank.
While at Cavoleph Partners, Charles worked directly under its Chief Investment Officer. He was involved in all facets of the investment process, including idea generation, deep dive research, risk management, and ongoing monitoring. Charles began his investment career at the energy trading desk of Royal Bank of Scotland. He was one of the twenty or so analysts hired in 2009, during the depth of the Great Financial Crisis.
Charles graduated from Columbia University in 2009 with an operations research major and an economics minor.
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