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Charles Staples

Senior Trading/Investments Manager

What I do here:

I am responsible for generating and executing trades and providing support to the investment team.

Why I love my job:

I love to navigate the world of investing with a highly motivated and qualified team. I am most fulfilled when my actions improve the lives of others in a meaningful way. I consider myself a life long student so I love working in an industry where the learning opportunities are endless.

Work History:

Over five years’ experience reviewing, rebalancing, and executing trades in support of RIA firms serving institutional and individual client portfolios. Expertise in designing, implementing, and training trade procedures, thereby increasing efficiency, accuracy, and risk tolerance adherence.


BS, University of Central Florida
Series 65

Where I come from:

I spent my childhood between London and Connecticut, but I consider myself a New Englander at heart.

A little personal:

I am a proud husband and father of 3 incredible children. My family brings me all the joy in the world and I’m thankful to be with them every day. I am a huge fan of stand-up comedy. I also love outdoor adventures like hiking and kayaking.