Connect with this Financial Advisor:
Charles E. Bohlen, Jr., CFA
Title:
Chief Investment Officer
Education:
BA History & Literature, Harvard College (magna cum laude)
J.D., Yale Law School
Responsibilities:
A Chartered Financial Analyst, Charlie serves as Chief Investment Officer and 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.
About Charlie:
Charlie is the son of a prominent US diplomat who spent his childhood in Russia, France and the Philippines. 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.
Affiliations:
Connect with this Financial Advisor:
Title:
Chief Investment Officer
Education:
BA History & Literature, Harvard College (magna cum laude)
J.D., Yale Law School
Responsibilities:
A Chartered Financial Analyst, Charlie serves as Chief Investment Officer and 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.
About Charlie:
Charlie is the son of a prominent US diplomat who spent his childhood in Russia, France and the Philippines. 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.
Affiliations: