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
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