Charles Wilson Email & Phone Number
Director of Investments, Cox Family Office @ Cox Enterprises
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Charles Wilson Location
- Atlanta, GA, US
Charles Wilson Work
- 2026 -now Director of Investments, Cox Family Office @
- 2026 -2026 Principal and Portfolio Management Team Leader @
- 2021 -2026 Senior Vice President, Portfolio Manager @
- 2021 -2021 Director, Portfolio Manager @
- 2018 -2021 Vice President, Portfolio Manager @
- 2018 -2018 Vice President, Investment Strategist @
- 2015 -2018 Assistant Vice President, Investment Strategist @
- 2014 -2015 Louis R. Morrel Fellow, Wake Forest University Office of Investments @
- 2014 -2014 Summer Associate, Portfolio Construction @
- 2012 -2013 Team Leader, Performance Reporting @
- 2011 -2012 International Investment Performance Analyst @
- 2011 -2011 Investment Performance Sr. Associate @
- 2010 -2011 Investment Performance Associate @
Charles Wilson Education
- Wake Forest University School of Business
Master of Business Administration (MBA), Finance (Finance)
2013-2015 - Washington and Lee University
Bachelor of Arts, American History (American History)
2006-2010 - The Westminster Schools 1993-2006
Charles Wilson Skills
- Financial Modeling
- Research
- Alternative Investments
- Financial Analysis
- Bloomberg
- Performance Reporting
- Asset Allocation
- Valuation
- Private Equity
- Equities
- Investment Management
- Investment Strategies
- Investments
- Equity Research
- Microsoft Excel
- Portfolio Management
- Microsoft Office
- Asset Management
- Due Diligence
- Project Management
- Strategy
- Construction
- Solutions
- Institutional Investments
Charles Wilson Summary
- Charles Wilson, based in Atlanta, GA, US, is currently a Director of Investments, Cox Family Office at Cox Enterprises. Charles Wilson brings experience from previous roles at Diversified Trust and Bank of America. Charles Wilson holds a 2013 - 2015 Master of Business Administration (MBA), Finance in Finance @ Wake Forest University School of Business. With a robust skill set that includes Financial Modeling, Research, Alternative Investments, Financial Analysis, Bloomberg and more. Charles Wilson has 4 emails and 1 mobile phone numbers on RocketReach.
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