Chuck Urquhart

Chuck Urquhart, CFA has over 20 years of experience in the financial industry. Chuck has held various roles at prominent companies such as Fidelity Investments, Tradeweb, and Stansberry Research. Chuck's expertise lies in fixed income sales and development, where they have successfully created new sales channels and expanded client bases. Throughout their career, they have managed multimillion-dollar portfolios and provided strategic guidance on investment offerings. Chuck is currently the Director of Business Development at Andrew Davidson & Co., Inc. and the Founder of Fixed Income Resources, LLC.

Chuck Urquhart, CFA has a Bachelor of Science (BS) degree in Business Economics / Organizational Behavior & Management from Brown University. In addition, they hold the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute. Chuck also has various certifications from FINRA, including Series 3, 7, 9, 10, 55, and 63, although the exact dates of obtaining these certifications are not specified.