Charles Louis Norton

Charles Louis Norton

Analyst-Equity at Penn Davis McFarland, Inc.

Finance
Consumer Services

Profile

Mr. Charles L.
Norton, CFA, is a Portfolio Manager at Penn Davis McFarland, Inc. He joined the firm in 2015.
His primary responsibility is investment research and portfolio management, and is a member of our investment Committee.
Previously, Mr. Norton 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, he 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.
Mr. Norton and has a BSM degree from Tulane University’s A.B.
Freeman School of Business.
He is a CFA charter holder.

Charles Louis Norton active positions

CompaniesPositionStart
Analyst-Equity 31/12/2014
All active positions of Charles Louis Norton

Former positions of Charles Louis Norton

CompaniesPositionEnd
Analyst-Equity 30/12/1999
Smith Barney Asset Management Corporate Officer/Principal -
Portfolio Manager-Equities -
Portfolio Manager-Equities -
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Training of Charles Louis Norton

Tulane University (Louisiana) Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

4

1st degree connections

6

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies5

Finance

Smith Barney Asset Management

Finance

Finance

Finance

Finance

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