Before joining Elevation in 2016, Charles was a Director on the Equity Derivatives team at New Albion Partners working with institutional clients to structure and implement derivative trades and hedges. He spent eight years in sales and trading at JonesTrading LLC and Thomas Weisel Partners, where he started his career, in San Francisco. Charles graduated from the University of Richmond in 2005 with a BA in Economics. He holds his FINRA Series 7, 63, and 55 licenses.

When Charles is not spending time with his wife and three children, he enjoys surfing and playing golf.