Charles Kennedy is a seasoned finance professional with extensive experience in investment consulting and private wealth management. They have held key positions at prominent institutions such as JPMorgan Chase, HSBC Private Bank, and Credit Suisse, ultimately advancing to Managing Director and Co-Head of Active Advisory EMEA at UBS. Charles completed an MBA in Finance at Georgetown University and earned a Bachelor's Degree in Psychology from Colorado College. Previously, they participated in rotational programs at Goldman Sachs and served as a Senior Investment Consultant at Societe Generale Private Banking.
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