Charles joined Frost Investment Advisors, LLC in 2022.
His long and varied career has included 11 years in the insurance industry and 13 years as a public-school educator and administrator. His previous role was as a representative with New York Life.
Today, his primary responsibilities include supporting external sales personnel in marketing and developing institutional investment management relationships for the adviser. He is also responsible for providing client-focused service to the firm’s diverse institutional investors throughout the country.
Charles earned a Bachelor of Arts from the University of Wisconsin in 2000 with a major in English literature.