Charles Brown, CFP®
Investment Representative
CHARLES BROWN, CFP® graduated from the Indiana University Kelley School of Business with a major in Finance and then excelled in an 11-year career as a Senior Derivatives Trader in New York. Charles joined M. Brown in 2014 and utilizes the extensive experience he gained trading U.S. and global markets when building and managing tailor-made portfolios for our clients.
In addition to managing his client relationships, Charlie is the Lead Portfolio Manager for our IMPACT Portfolios.
