Charles D. Brown
Managing Director

Chuck has more than 16 years of experience in the investment industry with a particular expertise in asset allocation and investment research. His investment career includes nearly seven years at Windward Investment Management, a pioneer in the use of ETFs for asset allocation, and its legacy company Windhaven. At Windward, Chuck served on the firm's investment committee while advising numerous family and institutional clients. Upon the acquisition of the firm by Charles Schwab, Chuck stayed on as a Managing Director. He began his career in asset management at Credit Suisse, both as an equity research analyst covering the healthcare sector and as a portfolio manager in the Private Bank. Chuck earned a BA in Philosophy from University of North Carolina at Chapel Hill and an MBA in Finance from the Darden School at University of Virginia.