Charter Harrison holds a CPM - Certified Portfolio Manager designation by The Academy of Certified Portfolio Managers and Columbia University.Charter joined Stifel in February 2019 to focus on providing individuals, families, businesses, foundations, and endowments solid investment advice and personal portfolio management. He strives to listen and understand the needs of each of his clients to establish an individual investment objective in order to select the most suitable investment ideas. Charter is a native of Seattle and a graduate of the Overlake School. He holds a B.A. in Finance from Seattle University. Charter has over 25 years of experience at Ragen MacKenzie/Wells Fargo, McAdams Wright Ragen, and Robert W. Baird & Co. before moving to Stifel. Charter has a value/growth investment philosophy, and utilizes Stifel's comprehensive research team, as well as their fixed income trading desk, which he believes best serves his clients in their long-term investments. Specialties: Investment Management, Wealth Management, Financial Planning, Retirement Planning, Exchange Traded Funds, Municipal Bonds, Northwest Equities, Value Investing, Fixed Income, OptionsStifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures/*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.