Profile
Mr. Gavin O.
Charlton is an Associate Portfolio Manager at Hudson Capital Management LLC.
He brings over 7 years of industry experience in investment research, portfolio monitoring & construction, trading operations, and manager due diligence.
Prior to joining Regency, Mr. Charlton worked at Peapack Private Wealth Management where he helped to manage $800 million and over 200 households.
He was executing rebalancing strategies for 800+ accounts, covered the Utility sector for the firm, and was a member of the manager selection team.
His prior experience comprises equity and fixed income research, trading operations, and mutual fund due diligence.
Mr. Charlton graduated from William Paterson University with a B.S.
in Finance.
He is currently a level II candidate in the CFA program.
Gavin Charlton active positions
| Companies | Position | Start |
|---|---|---|
Hudson Capital Management LLC
Hudson Capital Management LLC Investment ManagersFinance Regency uses two primary methods of analysis: fundamental and technical. The firm develops a personalized investment policy statement and then creates and manages an investment portfolio based on that policy. | Portfolio Manager-Equities | 31/12/2021 |
Training of Gavin Charlton
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| Private companies | 2 |
|---|---|
William Paterson University
William Paterson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hudson Capital Management LLC
Hudson Capital Management LLC Investment ManagersFinance Regency uses two primary methods of analysis: fundamental and technical. The firm develops a personalized investment policy statement and then creates and manages an investment portfolio based on that policy. | Finance |
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