“Investors work hard to accumulate their money. Why they put it into investments they don’t understand or know enough about is both a mystery and a tragedy.”
– Mark Pearson
With more than three decades of investment industry experience, Chuck directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.
Prior to joining Nepsis®, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.
Chuck is an active member of the Market Technician’s Association and the Investments & Wealth Institute.
Chuck was raised in Allentown, PA and now lives in San Diego, California with his wife and two adult sons.
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