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.