- Wealth Management Experience Since 1998Charles is a Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2021, Mr. Rodgers was a Regional Chief Investment Officer at Abbot Downing, overseeing the Asset Management group on the West Coast. Before his tenure at Abbot Downing, he was a Director of Investments at Lydian Bank & Trust and worked at Northern Trust as a Senior Portfolio Manager for 10 years. With over 20 years of industry experience, Mr. Rodgers focuses his practice on building portfolios for ultra high net worth families and charitable organizations. He is especially skilled in client manager research and selection, client asset allocation, portfolio construction and risk management.
- Community InvolvementMr. Rodgers has been active in his local community for many years. He served as Treasurer of the San Marino Schools Foundation and is active in the local Pasadena community.
- Professional DesignationMr. Rodgers holds the Chartered Financial Analyst (CFA®) designation.
- EducationMr. Rodgers earned his bachelor’s degree in International and Comparative Studies and Political Sciences and his master’s degree in Business Administration with a concentration in Finance from the University of Miami.
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