Charles E. Bohlen, CFA, JD

Chief Investment Officer
BA History & Literature, Harvard College; JD, Yale Law School, Series 7, 63, 65

The son of a prominent American diplomat, Charlie grew up overseas, spending parts of his youth in France, Russia and the Philippines. Charlie’s international experience informs our top-down investment perspective, which seeks to identify secular trends and the industries that stand to benefit. In addition to managing SFE’s research activities, Charlie is directly involved in our portfolio review process. He is the Chairman of the SFE Investment Committee and the Co-Portfolio Manager (with Jim Moylan) for the Pathways™ SRI Strategy and the Growth & Income Strategy.

Prior to joining SFE in 2001, Charlie worked in a variety of corporate settings including banking and international finance. Charlie is a Chartered Financial Analyst and a member of the Bar in California, Minnesota, and the District of Columbia. He is Chairman of the Board of Directors of the Bishop W. Bertrand Stevens Foundation and Treasurer of the Rose Bowl Water Polo Club.