Charles Freeman, Cfa, Ea Email & Phone Number

Greensboro, North Carolina, Us

AdaptFirst Investments was founded on the concepts of flexibility and freedom. As a CFA, I partner with other advisors at AdaptFirst or advisors outside the firm to support them as an investment resource. Many advisors enjoy being a relationship manager more than digging through data. I am a resource for them by keeping up with changing markets and investment opportunities for their clients. We only have so many hours in a day, so partnering with AdaptFirst helps advisors be free to focus what they enjoy.

Greensboro, Nc, Us

Design custom investment portfolios for high net worth individuals, family trusts, pensions, and endowments.Research individual companies for investment based on fundamental and technical metrics including valuation and profitability. Evaluate global markets in search of investment opportunities in equities, fixed income, commodities, and currencies. Construct financial planning models for Private Wealth clients to evaluate retirement needs and longevity risks. Develop marketing strategies to distribute firm research and solutions including website design and content, social media, and print information.

New York, Ny, Us

Constructed investment and protection solutions for families and businesses.

Trading firm designed to capitalize on short term swings in the market. Managed and trained traders using technical and fundamental analysis of securities.

Developed trading strategy for low volume, large spread stocks and managed client assets with an absolute return focus.

Bachelor Of Business Administration - Bba, Marketing

Bsba, Marketing, Finance