Investment professional with 7+ years of industry experience who is passionate about investing and keeping up with the market. Experience in portfolio analysis, economic research, day-to-day trading operations and constructing/monitoring portfolios. Top-down research focusing on macroeconomic data to assist in forecasting market moves and sector rotations. Experience with the following financial professional softwares: Tamarac, Bloomberg, FactSet, Portfolio Center, iRebal, Morningstar Advisor Workstation and Junxure. Level II candidate in the CFA Program.


Gavin Charlton
Associate Portfolio Manager
Regency Wealth Management
United States, New York, New York
About Me
Profile Information
Associate Portfolio Manager
Regency Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Sep 24, 2025
More profiles to browse
Mark Andraos
Partner & Wealth Advisor
Andrew Aran
Director of Client Development

Mark Reitsma
Managing Partner
Tim Parker
Managing Partner and Chief Executive Officer
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC