Experienced Investor/Trader/Advisor with a demonstrated history in Asset Management/Portfolio Management/Hedge Fund Management as well as both Angel Investing and start-ups. Previously a Commodity Trader at First Boston (Credit Suisse) and subsequent Portfolio Management/Asset Management at T. Rowe Price Associates. Successfully launched and managed long/short equity hedge fund LP generating over 30% per annum prior to closing out. Concurrent lead partner and primary angel investor in early stage consumer product start-ups. Providing strategic funding and guidance to drive growth and market expansion as well as collaboration on partnerships/distribution channels and ultimately, exit strategy guidance. Presently hold 100% ownership and function as CEO of an Industrial Distribution company and oversee a private family investment fund. Appointed by Arizona State Treasurer Kimberly Yee in an Advisory Role for the State of Arizona College Savings Plan.On the non-profit side, active Institutional/Endowment Advisor serving and advising endowments and committees on allocation and management oversight. Actively working with high level managers on diversified portfolios to generate above market/benchmark risk-adjusted returns. Skilled in Strategic Planning, Portfolio Modeling, Investment Analysis, and Business Strategy. Non-Profit: Multi-Board member with concentrated focus on financial/investment committees and endowment consulting. Tasked with choosing and collaborating with high level managers and internal teams within global, diversified portfolios to generate strong risk-adjusted returns, strategic allocations and IPS structuring.
Shields Company Inc/480 Capital Llc
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Senior Managing PartnerShields Company Inc/480 Capital LlcParadise Valley, Az, Us
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Senior Managing PartnerShields Company Inc/480 Endowment Consultants Llc Jan 2016 - Present
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Asset Management/Portfolio ManagementT. Rowe Price Jun 2000 - Nov 2010Los Angeles, California, United States -
Commodity TraderCredit Suisse First Boston Mar 1999 - Jun 2007Greater Boston Area/Santa Barbara, Ca
Charlie Shields Education Details
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Master Of Business Administration - Mba -
Bachelor Of Business Administration - Bba
Frequently Asked Questions about Charlie Shields
What company does Charlie Shields work for?
Charlie Shields works for Shields Company Inc/480 Capital Llc
What is Charlie Shields's role at the current company?
Charlie Shields's current role is Senior Managing Partner.
What schools did Charlie Shields attend?
Charlie Shields attended Ucla Anderson School Of Management, Pepperdine University.
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Charlie Shields
Ridgeland, Ms6horne-llp.com, us.army.mil, hbc.com, aol.com, frontiernet.net, teksystems.com11 +122822XXXXX
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Charlie Shields
Senior Trade & Investment Officer | International Trade | Government Relations | Event Planning & DesignGreater Chicago Area2gmail.com, fco.gsi.gov.uk2 +163020XXXXX
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1comhs.org
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