As CFO, Charles oversees the financial accounting and reporting across the TradePMR organization. He works to ensure the financial health of TradePMR departments and functions in lockstep with department heads to ensure their internal goals match the firm's overall finances. Since joining TradePMR in 2013, Charles has played a significant role in developing internal processes as the firm has continued to grow.
Charles uses his deep understanding of the TradePMR organization to inform how he approaches department budgeting. These insights have allowed the firm to strategically grow the team to maintain a white-glove service model at scale. Charles is a Certified Public Accountant and has earned his Series 7, 24, and 27 securities licenses. Prior to joining TradePMR, Charles consulted with large global organizations, including Mitsubishi.
Charles lives in Pensacola, Florida, and works out of the TradePMR office in Gainesville. He enjoys traveling across the United States and abroad in his free time.