Charles A. Rodgers

Charles is a Wealth Manager with J.P. Morgan Wealth Management. Mr. Rodgers joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Rodgers was a Managing Director and Wealth Manager at First Republic since 2021. Mr. Rodgers was also 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.

Mr. 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.

Mr. Rodgers holds the Chartered Financial Analyst (CFA®) designation.

Mr. 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.