Charles Suh

Charles Suh has extensive work experience in the investment management field. Charles started in 2007 at Pacific Global Investment Management Company, where they held various roles including Vice President, Portfolio Manager & Equity Analyst, Lead Portfolio Manager, and Equity Analyst. During their time there, they were a principal member of a team that won the Lipper Fund Award for Best U.S. Small Cap Fund. In 2018, they joined Irvine Company as Vice President of Equity Portfolio Management in the Investment Division. There, they are responsible for portfolio review, investment recommendations, market analysis, and research reports. Charles also develops systems and tools to enhance research and portfolio management efforts and provides mentorship to junior analysts.

Charles Suh obtained an MBA degree in Finance and Investments from Columbia Business School in the years 2004-2006. Prior to that, they completed a Bachelor of Science degree in Management Science at UC San Diego from 1996-2000. Additionally, they have obtained certifications including the Chartered Financial Analyst (CFA) from the CFA Institute in 2007, the Series 66 from the Financial Industry Regulatory Authority (FINRA) in December 2001, and the Series 7, also from FINRA, in December 2001. Charles is set to obtain the Chartered Market Technician (CMT) certification from the CMT Association, Inc. in the year 2023.