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
- Director of Investments, Cox Family Office @ (March 2026 - Present)
- Principal and Portfolio Management Team Leader @ (January 2026 - March 2026)
- Senior Vice President, Portfolio Manager @ (June 2021 - January 2026)
- Director, Portfolio Manager @ (January 2021 - April 2021)
- Vice President, Portfolio Manager @ (July 2018 - January 2021)
- Vice President, Investment Strategist @ (January 2018 - July 2018)
- Assistant Vice President, Investment Strategist @ (July 2015 - January 2018)
- Louis R. Morrel Fellow, Wake Forest University Office of Investments @ (September 2014 - April 2015)
- Summer Associate, Portfolio Construction @ (June 2014 - August 2014)
- Team Leader, Performance Reporting @ (June 2012 - July 2013)
- International Investment Performance Analyst @ (June 2011 - June 2012)
- Investment Performance Sr. Associate @ (March 2011 - June 2011)
- Investment Performance Associate @ (June 2010 - March 2011)
Charles Wilson Education
- Wake Forest University School of Business
Master of Business Administration (MBA) (Finance)
2013-2015 - Washington and Lee University
Bachelor of Arts (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) 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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