Charles M. Anderson
Senior Portfolio Manager, Head Trader at Insight Advisors, LLC.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Newtown, US
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Experience
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Insight Advisors, LLC.
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United States
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Financial Services
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1 - 100 Employee
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Senior Portfolio Manager, Head Trader
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Aug 2016 - Present
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Senior Portfolio Manager, Wealth Advisor
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Aug 2016 - Present
Newtown, Pennsylvania Custom portfolio management, wealth planning, risk mitigation strategies
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Senior Vice President, Wealth Advisor
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Jul 1995 - Jun 2016
Doylestown, Pennsylvania My responsibilities included increasing assets under management, both by expanding my account base and organically through effective portfolio management. Consistently delivered steady revenue increases in both bull and bear markets.
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Education
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1982 - 1984
Rider University
BS in Commerce, Marketing, Business Administration -
1980 - 1982
University of South Florida-College of Business Administration
Undergraduate business curriculum
Community
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