Our Team

Charles L. Norton, CFA


Mr. Norton joined the firm in 2015. Previously, Charles managed multi-asset class portfolios as a senior portfolio manager at Wells Fargo Private Bank, where he also served as a senior analyst on the national equity research team covering consumer stocks. For 11 years prior, Charles was a founding principal of a long/short equity investment management firm, where he was responsible for portfolio management and investment research for all of the company’s managed assets. Previously, he was an analyst at a NYC-based hedge fund firm and a health care investment banker at Smith Barney. Charles is a CFA charterholder and has a BSM degree from Tulane University’s A.B. Freeman School of Business. Charles’ primary responsibility is investment research and portfolio management, and is a member of our investment Committee.