Charles Dodd is currently the VP and Investment Officer at 1900 Wealth Management, LLC, having previously served as a Portfolio Analyst at The Miura Group and a Fund Service Representative at Radian. With a solid foundation in real estate and financial services, Charles has hands-on experience in evaluating investments and constructing portfolios. Charles earned a BSBA in Finance and an MBA from Robert Morris University, and is a CFA Level 1 candidate with SIE and Series 7 licenses. Their expertise encompasses corporate finance, retirement planning, and asset management.
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