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Gavin Charlton
Portfolio Manager-Equities at Hudson Capital Management LLC
Profile
Mr. Gavin O.
Charlton is an Associate Portfolio Manager at Hudson Capital Management LLC.
He brings over 7 years of industry experience in investment research, portfolio monitoring & construction, trading operations, and manager due diligence.
Prior to joining Regency, Mr. Charlton worked at Peapack Private Wealth Management where he helped to manage $800 million and over 200 households.
He was executing rebalancing strategies for 800+ accounts, covered the Utility sector for the firm, and was a member of the manager selection team.
His prior experience comprises equity and fixed income research, trading operations, and mutual fund due diligence.
Mr. Charlton graduated from William Paterson University with a B.S.
in Finance.
He is currently a level II candidate in the CFA program.
Gavin Charlton active positions
Companies | Position | Start |
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Hudson Capital Management LLC
![]() Hudson Capital Management LLC Investment ManagersFinance Hudson Capital Management LLC, dba Regency Wealth Management (Regency), is an independent registered investment advisor and wealth management firm headquartered in Ramsey, New Jersey. Founded in 2004, Regency provides Wealth Management, Investment Advisory, Financial Planning and Retirement Plan Consulting Services to individuals, high net worth individuals, corporate pension and profit-sharing plans, businesses, foundations, charitable organizations, and trusts. | Portfolio Manager-Equities | 2021-12-31 |
Training of Gavin Charlton
William Paterson University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Hudson Capital Management LLC
![]() Hudson Capital Management LLC Investment ManagersFinance Hudson Capital Management LLC, dba Regency Wealth Management (Regency), is an independent registered investment advisor and wealth management firm headquartered in Ramsey, New Jersey. Founded in 2004, Regency provides Wealth Management, Investment Advisory, Financial Planning and Retirement Plan Consulting Services to individuals, high net worth individuals, corporate pension and profit-sharing plans, businesses, foundations, charitable organizations, and trusts. | Finance |
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