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Michael Charles

Director Financial Planning & Portfolio Manager at Wallington Asset Management

  • LinkedIn

I have primary responsibility for any financial planning analysis provided to clients of Wallington Asset Management and I manage the portfolios for my assigned clients with individual st...

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WALLINGTON ASSET MANAGEMENT

WALLINGTON ASSET MANAGEMENT

  • description Description
    Wallington Asset Management is a boutique wealth management firm focused on customizing each clients personal investment portfolio to create a path to financial security and peace of mind. Wi...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Wallington Asset Management Org Chart and Mapping

Employees

Dan Klemkosky

Wealth Advisor and Senior Portfolio Manager

Michael Charles

Director Financial Planning & Portfolio Manager

Nicholas Schulz

Client Services Administrator

Cfp® Sam Oliphant

Research Associate & Support Advisor

Jenise Jeffers

Vice President, Client Services & Technical Solutions

Chris Norwood

Chief Investment Strategist

Chris Weiss

Portfolio Manager, Investment Advisor

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Answer: Michael Charles works for Wallington Asset Management as Director Financial Planning & Portfolio Manager

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Answer: Michael Charles is the current Director Financial Planning & Portfolio Manager at Wallington Asset Management.... Read More

Answer: Michael Charles works Wallington Asset Management located at 8900 N Keystone Ave, polis, Indiana, 46240, United States

Answer: Wallington Asset Management's Director Financial Planning & Portfolio Manager is Michael Charles

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  • Phone number  :  (***)-***-****
  • Email  :  m****@wallingtonasset.com

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