Charlie is the son of a prominent US diplomat who spent his childhood in Russia, France and the Philippines. A Chartered Financial Analyst, Charlie serves as chairman of the SFE Investment Team and is the co-portfolio manager (with Jim Moylan) of its investment portfolios. He is also a shareholder of SFE. Prior to joining SFE in 2001, Charlie worked in a variety of corporate settings, including banking and international finance. Charlie was admitted to the Bar in California, Minnesota, and the District of Columbia. He is chairman of the Bishop W. Bertrand Stevens Foundation board of directors and serves as treasurer of the Antaeus Theatre Company.