Charlie J. Hendrickson, CFA®
As a CFA® Charterholder, Charlie analyzes investment managers and products, conducts macroeconomic research, and supports several asset classes as a member of our Investment Team.
He joined the firm from The Capital Group Companies, the parent company of American Funds, where he served as an accountant in their Investment Operations division. He previously served as a contract land analyst for EnerVest, conducting research and forecasting future oil and gas well expenditures.
He earned his bachelor’s degree in business and finance from Miami University while also playing varsity golf. He and his wife live in Upper Arlington and enjoy traveling in their spare time.