Charlie Campbell Cfa®
About Charlie Campbell Cfa®
Charlie Campbell is a CFA® and Portfolio Manager at UBS, where he has worked since 2006. He specializes in wealth management services for high-net-worth women executives, entrepreneurs, and philanthropists, aiming to alleviate financial challenges for his clients.
Work at UBS
Charlie Campbell has been employed at UBS since 2006, serving as a CFA®, Portfolio Manager, and Account Vice President. His role involves providing clients with access to the extensive global resources of UBS. He operates from the UBS office located at 555 California St., San Francisco, CA 94104. Over his 18 years at UBS, he has focused on addressing the financial needs of his clients, aiming to eliminate their financial pain points and support them in pursuing their passions.
Previous Experience at Campbell Capital Management
Prior to joining UBS, Charlie Campbell served as President and Chief Investment Officer at Campbell Capital Management from 1996 to 2006. During his 10 years in this role, he was responsible for overseeing investment strategies and managing client portfolios. His experience at Campbell Capital Management contributed to his expertise in wealth management and investment services.
Education and Expertise
Charlie Campbell holds the CFA® designation, which signifies his expertise in financial analysis and investment management. His professional focus includes providing wealth management services tailored specifically for high-net-worth women executives, entrepreneurs, and philanthropists. This specialization reflects his commitment to understanding the unique financial needs and goals of his clients.
Registered Financial Services Provider
Charlie Campbell is registered to provide financial services across multiple states, including Arizona, California, Colorado, and New Jersey. This registration allows him to serve a diverse clientele and offer tailored financial solutions that meet the regulatory requirements of each state.