Please complete the CAPTCHA to continue
area 336, 252, 212, 272, 910, and 919
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Charles Freeman, Cfa, Ea is listed as FLAT FEE Outsourced Chief Investment Officer for Financial Planners (OCIO) at AdaptFirst Investments, based in Greensboro, North Carolina, United States. AeroLeads shows phone signal with area code 336, 252, 212, 272, 910, 919 and a matched LinkedIn profile for Charles Freeman, Cfa, Ea.
Charles Freeman, Cfa, Ea previously worked as President at Adaptfirst Investments and Portfolio Manager at Holderness Investments Company. Charles Freeman, Cfa, Ea holds Bachelor Of Business Administration - Bba, Marketing from University Of North Carolina At Chapel Hill.
This section adds company-level context without repeating Charles Freeman, Cfa, Ea's masked contact details.
Review company-level records connected to Charles Freeman, Cfa, Ea before choosing the right outreach path.
As a FLAT FEE Outsourced Chief Investment Officer and Advisor Partner - I am a Chartered Financial Analyst (CFA) partnering with financial advisors to provide CUSTOM investment support and resources in a much more personal way than they would get at a TAMP. I charge a flat fee of $1250/month.This includes investment model management, custom portfolios, individual stock research, industry/sector analysis, and more. As a CFA armed with a Bloomberg Terminal, I can help advisors navigate the markets and support them in sharing investment information with their clients in an easy and understandable way. This frees up the advisor's time to close more business and bring on higher net worth clients. Services can be customized for the advisor. My role is to be a part of the advisor's team to give him or her more time to focus on planning and growing client relationships. It's a win-win for the advisor and their clients.
Listed skills include Investment Analysis, Equity Valuation, Equity Research, Fixed Income Analysis, and 13 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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..
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.
Quick answers generated from the profile data available on this page.
Charles Freeman, Cfa, Ea works for AdaptFirst Investments.
Charles Freeman, Cfa, Ea is listed as FLAT FEE Outsourced Chief Investment Officer for Financial Planners (OCIO) at AdaptFirst Investments.
AeroLeads has found 14 phone signal(s) with area code 336, 252, 212, 272, 910, 919 for Charles Freeman, Cfa, Ea at AdaptFirst Investments.
Charles Freeman, Cfa, Ea is based in Greensboro, North Carolina, United States while working with AdaptFirst Investments.
Charles Freeman, Cfa, Ea has worked for Adaptfirst Investments, Holderness Investments Company, Axa Advisors, Freeman Investment Group, and Datek/Tradescape/Sonic.
You can use AeroLeads to view verified contact signals for Charles Freeman, Cfa, Ea at AdaptFirst Investments, including work email, phone, and LinkedIn data when available.
Charles Freeman, Cfa, Ea holds Bachelor Of Business Administration - Bba, Marketing from University Of North Carolina At Chapel Hill.
Charles Freeman, Cfa, Ea is listed with skills including Investment Analysis, Equity Valuation, Equity Research, Fixed Income Analysis, Foreign Currency, Commodity Markets, Portfolio Management, and Asset Allocation.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts