Charles Dankworth
About Charles Dankworth
Charles Dankworth serves as a Senior Vice President, Senior Portfolio Manager, and Wealth Advisor at UBS, bringing extensive experience from previous roles at Citi and Morgan Stanley. He holds a Juris Doctor from Capital University Law School and has been actively involved in the New Albany Chamber of Commerce for over a decade.
Current Role at UBS
Charles Dankworth holds the position of Senior Vice President, Senior Portfolio Manager, and Wealth Advisor at UBS. He has been with the firm since 2008, accumulating 16 years of experience in this role. His responsibilities include managing client portfolios and providing comprehensive wealth management services. Dankworth operates from New Albany, Ohio, where he applies his extensive knowledge in financial advising to guide clients through various market conditions.
Previous Experience at Citi and Morgan Stanley
Before joining UBS, Charles Dankworth worked at Citi from 2001 to 2008 as Senior Vice President, Senior Portfolio Manager, and Senior Investment Management Consultant. Prior to that, he spent 20 years at Morgan Stanley in similar senior roles. His experience at these institutions contributed to his expertise in investment management and client advisory services.
Education and Expertise
Charles Dankworth earned his Juris Doctor (J.D.) from Capital University Law School. He also studied at The Wharton School, focusing on Wealth Management, and achieved the designation of Senior Consultant. Additionally, he holds a Bachelor of Arts with distinction in Political Science and Economics from The Ohio State University. He has completed rigorous training programs, including Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®), and Certified Financial Planner (CFP®).
Involvement with New Albany Chamber of Commerce
Charles Dankworth has been actively involved with the New Albany Chamber of Commerce since 2010. He served as Past Chairman for 14 years and held various leadership roles, including Legislative Affairs Director and Vice Chairman. His tenure as Chairman occurred in 2014. He also joined the Strategic Planning Committee in 2010, contributing to the chamber's initiatives and community development.
Recognitions and Achievements
Charles Dankworth has been recognized by Barron's as one of the best financial advisors in America for ten consecutive years. His ability to guide clients through five U.S. presidential administrations and five bear markets demonstrates his resilience and adaptability in the financial advisory field.