Charles Ward's Location
Houston, TX, US
Charles Ward's Work
- COO and CCO @ Burke Wealth Management, LLC
- Chief Operating Officer and Chief Compliance Officer @ Doliver Advisors, LP
- Sr Compliance Manager @ Invesco US
- Sr Compliance Analyst @ Jennison Associates LLC
- Compliance Officer @ Morgan Stanley
- Compliance Officer @ Invesco Ltd.
Charles Ward's Education
- The University of Texas at Austin
Bachelor of Arts (B.A.)
1997 - 2002 - Fort Worth Country Day School
Charles Ward's Skills
- Investments
- Due Diligence
- Risk Management
- Fixed Income
- Asset Management
- Equities
- Financial Analysis
- Investment Advisers Act
- Relationship Building
- Compliance Management
Charles Ward's Summary
Charles Ward, based in Houston, TX, US, is currently a COO and CCO at Burke Wealth Management, LLC, bringing experience from previous roles at Doliver Advisors, L.P., Invesco US, Jennison Associates LLC and Morgan Stanley Investment Management. Charles Ward holds a 1997 - 2002 Bachelor of Arts (B.A.) @ The University of Texas at Austin. With a robust skill set that includes Investments, Due Diligence, Risk Management, Fixed Income, Asset Management and more, Charles Ward contributes valuable insights to the industry. Charles Ward has 2 emails on RocketReach.
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