Charles Policarpio

Charles Policarpio is an emerging finance professional with diverse experience in portfolio management and investment analysis. Currently serving as a Portfolio Manager and Investment Analyst at Investa Insights since July 2023, Charles also holds the position of Fixed Income Analyst at Ted Rogers Sales & Trading. Previous roles include National Investment Banking Competition Finalist at NIBC Global, Operations Associate at Lysander Funds Limited, and Property Accountant at Colliers. Charles's background also features experience at Redpath Sugar Ltd as a Packaging Operator and in customer service at Centreville Amusement Park. A current student at the Ted Rogers School of Management, Charles is pursuing a Bachelor of Commerce in Accounting and Finance, expected to graduate in June 2025.