Gavin Charlton Email & Phone Number
Associate Portfolio Manager @ Sax Wealth Advisors, LLC
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Gavin Charlton Location
- New York, NY, US
Gavin Charlton Work
- Associate Portfolio Manager @ (June 2026 - Present)
- Associate Portfolio Manager @ (January 2022 - May 2026)
- Assistant Vice President, Investment Analyst @ (January 2020 - January 2022)
- Investment Analyst @ (July 2018 - December 2019)
- Portfolio Analyst @ Beacon Wealth Management (July 2015 - July 2018)
- Investment Counselor @ (May 2014 - January 2015)
- Sales Associate @ Wired Commute (May 2010 - October 2013)
- Insurance Associate @ (October 2006 - May 2010)
Gavin Charlton Education
- William Paterson University of New Jersey
Bachelor's Degree, Finance (Finance)
2012-2014 - William Paterson University of New Jersey
Bachelor's Degree (Finance)
2012-2014
Gavin Charlton Skills
- Series 7
- Series 65
- Series 63
- Life And Health Insurance Licenses
Gavin Charlton Summary
- Gavin Charlton, based in New York, NY, US, is currently a Associate Portfolio Manager at Sax Wealth Advisors, LLC. Gavin Charlton brings experience from previous roles at Regency Wealth Management, Peapack-Gladstone Bank | Private Banking since 1921, Quadrant Capital Management, LLC, A Subsidiary of Peapack Gladstone Bank and Beacon Wealth Management. Gavin Charlton holds a 2012 - 2014 Bachelor's Degree, Finance in Finance @ William Paterson University of New Jersey. With a robust skill set that includes Series 7, Series 65, Series 63, Life And Health Insurance Licenses and more. Gavin Charlton has 1 emails and 1 mobile phone numbers on RocketReach.
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