AeroLeads people directory · profile
Charles Chesebrough Email & Phone Number
Managing Director - Head of Quantitative Strategies
at
Moran Wealth Management®
1 work email found
@uncbusiness.net
1 phone found area 770
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director - Head of Quantitative Strategies
Location
Naples, Florida, United States
Who is Charles Chesebrough? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Charles Chesebrough is listed as Managing Director - Head of Quantitative Strategies at Moran Wealth Management®, based in Naples, Florida, United States. AeroLeads shows a work email signal at uncbusiness.net, phone signal with area code 770, and a matched LinkedIn profile for Charles Chesebrough.
Charles Chesebrough previously worked as Director, CIO of Global Equities and Senior Portfolio Manager at Honeywell and Senior Portfolio Manager at The Bank Of New York. Charles Chesebrough holds Master Of Business Administration - Mba, Portfolio Management from Unc Kenan-Flagler Business School.
Company email context
Email format at Moran Wealth Management®
This section adds company-level context without repeating Charles Chesebrough's masked contact details.
{first_initial}{last}@uncbusiness.net
86% confidence
AeroLeads found 1 current-domain work email signal for Charles Chesebrough. Compare company email patterns before reaching out.
Profile bio
About Charles Chesebrough
A seasoned professional with 30+ years of investment management experience. Currently as a Senior Financial Advisor, I bring years of broad market experience across all asset classifications to deliver personalized investment depth and understanding to best serve our clients. Before joining Moran Wealth Management, I spent 14 years as the Senior Portfolio Manager and Head of Global Equities for Honeywell's $25 billion pension plan in Morristown New Jersey. Prior, I spent 12 collective years with The Bank of New York and Chubb, and 5 years as a CPA* with KPMG. I earned my MBA at the University of North Carolina and my undergraduate degree in Economics/Accounting at Lafayette College. I hold the Chartered Financial Analyst® (CFA) designations and Series 66 registration.Outside of work I enjoy numerous outdoor activities in both Naples Florida and New Hope Pennsylvania with my wife and 4 children. * Currently not a practicing CPA.
Listed skills include Equities, Investments, Asset Management, Portfolio Management, and 13 others.
Current workplace
Charles Chesebrough's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 39 years
Charles Chesebrough work experience
A career timeline built from the work history available for this profile.
Managing Director - Head Of Quantitative Strategies
Current
Nov 2020 - Present
Director, Cio Of Global Equities And Senior Portfolio Manager
- One of three investment asset class leaders that managed the $20 billion Honeywell Defined Benefit (DB) Pension Trust. Reported to the Trust’s Chief Investment Officer. Created and managed a team of five equity.
- Set equity portfolio strategy, maintain portfolio guidelines, and monitor risk profile.
- Produced top equity performance vs. DB peers. Overall domestic, international developed, and emerging market performance in the 1st or high 2nd quartile over the short and long term
- Increased internally managed assets under management from $400 million to $4 billion leading to significant alpha generation and fee savings for the Trust.
- Created and managed multiple internal portfolios/strategies over 13 years that included 1) Large Cap Core portfolio with $2.5b and 90 securities, 2) Midcap Core portfolio with $750m and 75 securities, and 3) Dividend.
- Rebalanced asset allocation by collaborating with CIO and Leaders of Fixed Income and Alternatives to take advantage of actionable market opportunities.
2006 - 2019
~13 yrs
Senior Portfolio Manager
- One of four senior PMs managing a $2.2 billion small-cap equity growth fund for 32 separately managed institutional accounts and a public mutual fund (BNY Hamilton Small Cap Fund). Oversaw the fund’s marketing and.
- Managed 27% of the total fund (or $590 mill) as the healthcare sector portfolio manager, achieving above benchmark performance.
- Gathered and analyzed financial data and implemented buy/sell decisions on over 400 healthcare companies with market capitalizations under $2 billion.
- Generated over $5 million in incremental annual fees by presenting and winning multiple new mandates, including Dell’s 401K plan and the Teacher’s Retirement System of Texas DB plan.
- Drove 340% growth in assets under management over a 2-year span based on marketing efforts.
- Maximized business growth by building and maintaining strong relationships with the benefit consultant community.
Oct 2003 - Jan 2006
Portfolio Manager
Jointly managed the equity component ($1.2 billion) of Chubb’s insurance reserves. Designed and implemented a systematic buy/sell decision process based on quantitative screening parameters. Actions enabled portfolio to exceed the S&P 500 Index over a 1, 3, and 5 year basis.
1998 - 2003
~5 yrs
Equity Analyst
Created financial models and made buy/sell stock recommendations for companies within the consumer and energy sectors. Bank’s client base included both institutional accounts and personal high net worth individuals. Equity assets under management: $15 billion.
1994 - 1998
~4 yrs
Audit Manager
1987 - 1992
~5 yrs
3 education records
Charles Chesebrough education
Master Of Business Administration - Mba, Portfolio Management
Unc Kenan-Flagler Business School
Bachelor Of Arts (Ba), Economics
Lafayette College
Education record
The Taft School
FAQ
Frequently asked questions about Charles Chesebrough
Quick answers generated from the profile data available on this page.
What company does Charles Chesebrough work for?
Charles Chesebrough works for Moran Wealth Management®.
What is Charles Chesebrough's role at Moran Wealth Management®?
Charles Chesebrough is listed as Managing Director - Head of Quantitative Strategies at Moran Wealth Management®.
What is Charles Chesebrough's email address?
AeroLeads has found 1 work email signal at @uncbusiness.net for Charles Chesebrough at Moran Wealth Management®.
What is Charles Chesebrough's phone number?
AeroLeads has found 1 phone signal(s) with area code 770 for Charles Chesebrough at Moran Wealth Management®.
Where is Charles Chesebrough based?
Charles Chesebrough is based in Naples, Florida, United States while working with Moran Wealth Management®.
What companies has Charles Chesebrough worked for?
Charles Chesebrough has worked for Moran Wealth Management®, Honeywell, The Bank Of New York, Chubb, and Bny Mellon.
How can I contact Charles Chesebrough?
You can use AeroLeads to view verified contact signals for Charles Chesebrough at Moran Wealth Management®, including work email, phone, and LinkedIn data when available.
What schools did Charles Chesebrough attend?
Charles Chesebrough holds Master Of Business Administration - Mba, Portfolio Management from Unc Kenan-Flagler Business School.
What skills is Charles Chesebrough known for?
Charles Chesebrough is listed with skills including Equities, Investments, Asset Management, Portfolio Management, Bloomberg, Due Diligence, Capital Markets, and Mergers And Acquisitions.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial