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Asset Management

Charles A. Rodgers , CFA

Regional Chief Investment Officer

Charles A. Rodgers

Charlie is the Western regional chief investment officer for Abbot Downing overseeing the Asset Management group on the West Coast and is based in Los Angeles. He has been in this role since 2008 and has over 20 years of investment industry experience building portfolios for ultra-high-net-worth families and serving as an advisor on client asset allocation, manager research and selection, portfolio construction, and risk management.

Prior to Wells Fargo, Charlie served as director of investments at Lydian Bank & Trust in West Palm Beach, Florida. In addition, he worked at Northern Trust in Miami as a senior portfolio manager for 10 years.

Charlie earned a master’s degree in business administration with a concentration in finance and a bachelor’s degree in international and comparative studies and political science from the University of Miami, where he was a member of the golf team. Charlie is a holder of the right to use the Chartered Financial Analyst® designation.

Charlie is a native New Yorker, having grown up in Westchester County, and spent several years living and working in Manhattan. He is active in the broader Los Angeles community, serving as the Treasurer as the San Marino Schools Foundation and is active in the local Pasadena community in support of his two children, Katherine and Andrew.

707 Wilshire Boulevard, Suite 5400

Los Angeles, CA 90017