Following over twenty years of experience in all phases of marketing and trading activities on Wall Street, Charles founded MoneyInfo, Inc. in 1997. MoneyInfo has helped small to intermediate public companies achieve a higher degree of public and investor awareness through client specific programs which focus their financial plans, and form these plans into cohesive stories. He has directly participated in the long-term realization of potential for several companies, which has included involvement in projects related to the introduction, negotiation and structuring of acquisitions. With a history of retail and institutional sales, Charles has developed relationships with hundreds of brokers that provide a channel of distribution of client securities. Throughout his career, Charles has traded all types of securities thus having the experience to provide clients with real-time information on the trading of their securities, particularly around milestone events. He has helped several new, small and micro cap companies with their moves from OTCBB and Pink Sheets to the American Stock Exchange.

Charles was a retail broker with Dean Witter specializing in Commodity futures in the early 1970’s, and later became Manager and Head Trader of California Trading Group, a Commodity fund. In 1976, he moved to Bear Stearns where he assumed responsibility for the identification of acquisition and merger partners for private equity players.

Charles’ experience spans industry lines including software, food, manufacturing, media and “green” technology groups. He graduated with a BA from the University of Miami in Florida.