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Perfil
Mr. Charles J.
Batchelor, CFA, is Director of Investment Research at Cleary Gull Advisors, Inc. and Director of Investment Research at Cleary Gull, Inc. He oversees the firm’s research team, which is responsible for manager selection, manager due diligence and analytics.
In this role, he regularly interviews investment managers and conducts on-site due diligence trips to meet with portfolio managers, analysts, traders and other key professionals.
His research focuses on the analysis of a firm’s investment team, ownership structure, investment process, risk management, trading and culture.
He is a member of the firm’s Investment Policy Committee and Equity Strategy Group, and brings over a decade of experience evaluating investment managers.
Mr. Batchelor’s previous experience includes an internship at a financial services firm where he was a member of the Investment Research and Communication Team.
His responsibilities included conducting competitor analysis on intermediary partner platforms, analyzing client portfolios and supporting client servicing efforts.
Mr. Batchelor graduated summa cum laude from the University of Wisconsin-Milwaukee with a degree in Finance.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Milwaukee, where he currently serves on the Board of Directors.
Antiguos cargos conocidos de Charles J. Batchelor.
| Empresas | Cargo | Fin |
|---|---|---|
Cleary Gull, Inc.
 Cleary Gull, Inc. Investment ManagersFinance Cleary Gull provides discretionary investment advice primarily with respect to mutual funds, ETFs, fixed income securities, and non-traditional (complementary or alternative) investment vehicles, such as registered mutual funds and ETFs that have alternative strategies, hedge funds, private equity, REITs, and closed-end funds. The firm primarily uses a long-term investment approach that focuses on asset allocation. Cleary Gull generally recommends investments with the intent that they will be held long term. | Director de Investigación - Acciones | 01/04/2016 |
Johnson Wealth, Inc.
 Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth focuses on the purpose of the client’s assets in developing investment strategies and primarily uses an investment approach that is long-term in focus and centered on asset allocation. | Director de Investigación - Acciones | 01/04/2016 |
Formación de Charles J. Batchelor.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
3
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Cleary Gull, Inc.
Cleary Gull, Inc. Investment ManagersFinance Cleary Gull provides discretionary investment advice primarily with respect to mutual funds, ETFs, fixed income securities, and non-traditional (complementary or alternative) investment vehicles, such as registered mutual funds and ETFs that have alternative strategies, hedge funds, private equity, REITs, and closed-end funds. The firm primarily uses a long-term investment approach that focuses on asset allocation. Cleary Gull generally recommends investments with the intent that they will be held long term. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Johnson Wealth, Inc.
Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth focuses on the purpose of the client’s assets in developing investment strategies and primarily uses an investment approach that is long-term in focus and centered on asset allocation. | Finance |
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