Jim Charles Email & Phone Number
Founder and Managing Principal @ Sanctuary Financial Planning
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Jim Charles Location
- Charlotte, NC, US
Jim Charles Work
- Founder and Managing Principal @ (March 2023 - Present)
- VP and Co-Head Institutional, North America @ (May 2019 - August 2021)
- Vice President @ (August 2008 - July 2021)
- Vice President, Client Portfolio Manager @ (November 1999 - July 2008)
- Investment Consultant @ Watson Wyatt Investment Consulting (May 1998 - November 1999)
- Investment Consultant @ Towers Perrin Asset Consulting (January 1995 - May 1998)
Jim Charles Education
- Georgia State University - J. Mack Robinson College of Business
Master of Science - MS (Personal Financial Planning)
- The Ohio State University Fisher College of Business
Bachelor of Science - BS (Business Administration - Marketing)
Jim Charles Summary
- Jim Charles, based in Charlotte, NC, US, is currently a Founder and Managing Principal at Sanctuary Financial Planning. Jim Charles brings experience from previous roles at Dimensional Fund Advisors, American Century Investments and Watson Wyatt Investment Consulting. Jim Charles holds a Master of Science - MS in Personal Financial Planning @ Georgia State University - J. Mack Robinson College of Business. Jim Charles has 1 emails and 3 mobile phone numbers on RocketReach.
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