CoverProfile

Gavin Charlton

Associate Portfolio Manager

Regency Wealth Management

United States, New York, New York

About Me

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.

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

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