Charles O’Rourke

As a Fixed Income Analyst, Charles O’Rourke analyzes fixed income markets, issuers and offerings to identify opportunities that align with client portfolio strategies. Beyond trading, he supports Moneta’s advisory teams by providing investment guidance and reviewing client bond portfolios.

Prior to joining Moneta, Charles worked on the fixed income trading desk at Wells Fargo Advisors in St. Louis. His role as a Liaison, supporting traders and advisors alike, provided valuable insight into both sides of transacting a client bond portfolio.

Charles earned his B.S. in Economics from Missouri State University and is currently pursuing the CFA® designation. He passed the first two exams and plans to sit for Level III in 2020.