Charles Louis Norton
Analyst-Equity bij Penn Davis McFarland, Inc.
Profiel
Mr. Charles L.
Norton, CFA, is a Portfolio Manager at Penn Davis McFarland, Inc. He joined the firm in 2015.
His primary responsibility is investment research and portfolio management, and is a member of our investment Committee.
Previously, Mr. Norton managed multi-asset class portfolios as a senior portfolio manager at Wells Fargo Private Bank, where he also served as a senior analyst on the national equity research team covering consumer stocks.
For 11 years prior, he was a founding principal of a long/short equity investment management firm, where he was responsible for portfolio management and investment research for all of the company’s managed assets.
Previously, he was an analyst at a NYC-based hedge fund firm and a health care investment banker at Smith Barney.
Mr. Norton and has a BSM degree from Tulane University’s A.B.
Freeman School of Business.
He is a CFA charter holder.
Actieve functies van Charles Louis Norton
| Bedrijven | Functie | Begin |
|---|---|---|
Penn Davis McFarland, Inc.
 Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | Analyst-Equity | 01-01-2015 |
Eerdere bekende functies van Charles Louis Norton
| Bedrijven | Functie | Einde |
|---|---|---|
Gotham Asset Management LLC
 Gotham Asset Management LLC Investment ManagersFinance Gotham Asset Management LLC (Gotham) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Gotham Asset Management Holdings LP. Gotham manages long/short and long-only investment portfolios primarily for private funds, mutual funds, institutional managed accounts and exchange-traded funds. | Analyst-Equity | 31-12-1999 |
| Smith Barney Asset Management | Corporate Officer/Principal | - |
GNI Capital LLC
 GNI Capital LLC Investment ManagersFinance Founded in 1997, GNI Capital, Inc. is a hedge fund manager located in Greenville, South Carolina with an additional office in Plano, Texas. The firm is an independently-operated investment management division of Centillion Partners, Inc., a financial services holding company. GNI Capital provides investment management services to institutional clients including mutual fund sponsors, trust companies, investment advisory firms, corporate retirement plans and family offices. They manage the GNI Partners LP. | Portefeuillebeheerder-Aandelen | - |
USA Mutuals Advisors, Inc.
 USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals Advisors, Inc. (USA Mutuals) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1994 as Mutuals Advisors, Inc. They are a subsidiary of Mutual Capital Alliance, Inc. USA Mutuals provides investment solutions for both retail and institutional clients. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Charles Louis Norton
| Tulane University (Louisiana) | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
USA Mutuals Advisors, Inc.
USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals Advisors, Inc. (USA Mutuals) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1994 as Mutuals Advisors, Inc. They are a subsidiary of Mutual Capital Alliance, Inc. USA Mutuals provides investment solutions for both retail and institutional clients. | Finance |
| Smith Barney Asset Management | Finance |
GNI Capital LLC
GNI Capital LLC Investment ManagersFinance Founded in 1997, GNI Capital, Inc. is a hedge fund manager located in Greenville, South Carolina with an additional office in Plano, Texas. The firm is an independently-operated investment management division of Centillion Partners, Inc., a financial services holding company. GNI Capital provides investment management services to institutional clients including mutual fund sponsors, trust companies, investment advisory firms, corporate retirement plans and family offices. They manage the GNI Partners LP. | Finance |
Gotham Asset Management LLC
Gotham Asset Management LLC Investment ManagersFinance Gotham Asset Management LLC (Gotham) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Gotham Asset Management Holdings LP. Gotham manages long/short and long-only investment portfolios primarily for private funds, mutual funds, institutional managed accounts and exchange-traded funds. | Finance |
Penn Davis McFarland, Inc.
Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | Finance |
