WCM Investment Management
Charlotte Sargent is a Consultant Client Portfolio Manager at WCM Investment Management, a position held since April 2021. Prior experience includes serving as a Client Portfolio Manager at H2O AM LLP from April 2017 to March 2021 and working as a Junior Data Analyst at RB for a brief period in late 2016. Charlotte's earlier roles include internships at BNP Paribas, where responsibilities included FX Corporate Sales and G10 Rates Trading, and a Summer Analyst position at BlackRock focused on client services for the Aladdin platform. Charlotte Sargent holds a Bachelor's degree in Mathematics and Physics from Durham University, completed in 2016, and attended Bullers Wood School from 2005 to 2013.
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WCM Investment Management
WCM provides innovative, equity investment advisory services for a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. Original equity research provides the foundation for our goal of long-term excess return. WCM is an independent asset management firm that is motivated by a spirit of broad-based employee ownership. We are a profitable, financially sound investment company with no debt. Our headquarters is in Laguna Beach, California.