Charles Pope, CFA, has extensive experience in financial analysis, portfolio management, and investment strategies. Notable roles include Portfolio Manager at UBS, overseeing the implementation of $82 billion in multi-asset strategies and managing discretionary portfolios for ultra-high-net-worth clients. Previous positions include Financial Analyst at EnTX Group LLC, where a financial model for an LNG liquefaction facility was developed, and Asset/Liability Management consultant at XTn Group. Educational credentials include a Master's Degree in Finance from RMIT University and a BA in International Affairs from the University of Colorado Boulder. Charles has also held roles in helpdesk support and account management, contributing to diverse operational and analytical projects throughout a multifaceted career.
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