Meet Charles Norton, an Investment Analyst and our in house I.T. specialist. Charles is passionate about leveraging data to help clients achieve their financial objectives while also ensuring the smooth operation of the company's technology. He brings a diverse skill set to the team, offering insights in Fixed Income, Equity, ETF, and Mutual Fund analysis, along with Salesforce administration and comprehensive I.T. support. Charles holds a Bachelor of Business Administration with a concentration in Corporate Finance and Investments. Driven by a passion for data analysis and equity evaluation, he is dedicated to helping clients meet their investing goals, thriving on finding insights that can make a real difference in their financial success.
Outside of the office, Charles enjoys staying active through fitness, kickboxing, and hiking. He also loves spending time at the lake and hanging out with his dog, Sandy.