Charles Fox, CFA, CFP®

Charles Fox, CFA, CFP® has a diverse work experience in the finance industry. Charles is currently employed at VRGL, where they hold the position of Director of Analytics since January 2022. Previously, they worked as a Senior Quantitative Analyst at VRGL from April 2021 to January 2022.

Prior to their role at VRGL, Charles worked at Integrity Wealth Partners. Charles was a Partner at the company from April 2020 to April 2021. Before becoming a Partner, they worked as a Financial Advisor at Integrity Wealth Partners from April 2018 to April 2020.

Charles's experience includes expertise in analytics, quantitative analysis, and financial advisory services.

Charles Fox, CFA, CFP® received their Bachelor's degree in Operations Research and Financial Engineering from Princeton University. Charles obtained their Chartered Financial Analyst® (CFA) Charterholder certification in August 2017 from the CFA Institute. Additionally, they became a CERTIFIED FINANCIAL PLANNER™ Professional in March 2021 through the CFP Board.