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Professional designations
Certified Investment Management Analyst (CIMA)
Certified Pension Executive (CPE)
CEBS Recognition of Academic Achievement—Retirement Plans
Fellow, Society of Pension Professionals
NASD and SEC Licenses: Series 6, 7, 63, 65
Current responsibility
Charles is an investment services consultant in the Dallas office of Milliman. He has worked with investments for more than 20 years and has been an institutional investment consultant since 1991. Charles joined Milliman in 2000.
Experience
Charles has helped defined benefit, defined contribution, endowment, and foundation clients find investment solutions through:
Investment manager selection and monitoring
Investment policy statement design and review
Asset liability modeling
Funding study analysis
Asset allocation studies
Model portfolio construction
Vendor searches
Affiliations
Member, Association of Investment Management and Research
Member, Investment Management Consultants Association
Member, Dallas Society of Financial Analysts
Member, CEBS Society, Dallas/Fort Worth
Education
BA, Economics, University of Texas at Austin | 