Charles Wilson

Charles Wilson has a diverse work experience in the financial services industry. Charles is currently working as a Senior Vice President and Portfolio Manager at Diversified Trust. Prior to their current role, Charles worked as a Director and Vice President at Bank of America. Charles also served as a Vice President and Assistant Vice President at U.S. Trust. Additionally, they had roles at Verger Capital Management LLC, U.S. Trust, and Cambridge Associates. Charles has experience in portfolio management, investment strategy, performance reporting, and international investment analysis.

Charles Wilson's education history begins with their enrollment at The Westminster Schools in 1993. However, no specific degree or field of study is mentioned for this period.

In 2006, Charles went on to attend Washington and Lee University, where they pursued a Bachelor of Arts degree in American History. Charles completed their undergraduate studies in 2010.

After obtaining their bachelor's degree, Charles pursued further education at Wake Forest University School of Business. From 2013 to 2015, they obtained a Master of Business Administration (MBA) degree with a focus on Finance.

In addition to their formal education, Charles has obtained several certifications. In 2009, they received a Certificate of Completion from the Tuck Business Bridge Program. The specific details regarding the Series 66 and Series 7 certifications, such as the month and year of completion, are not provided. Both certifications were obtained from FINRA.