As Co-CIO of Fixed Income, Charles leads all aspects of Piedmont’s fixed income research activities and serves as Co-Portfolio Manager for Piedmont’s Yield Advantage products. He also oversaw the Bank Advisory Services team which performed preferred stock and warrant valuation services for the U.S. Department of the Treasury’s Troubled Asset Relief Program (TARP). Charles is an equity partner of the firm and a member of the Executive Committee. Having joined Piedmont in 2001, Charles is considered an honorary founder of Piedmont. He previously served as lead portfolio manager at Hughes Capital Management with responsibility for over ~$800 million in fixed income assets (as of 12/31/00).
Charles received his AB in Political Science from Duke University and his MBA in Finance from Clark-Atlanta University. Charles serves as President of the North Carolina Chapter of the National Association of Securities Professionals (NASP). He also serves on the North Carolina Central University School of Business Board of Visitors.