John Charles began his financial services career in 1994 with First Union (now Wachovia) in their Capital Markets Group, gaining institutional experience working on the Money Market sales desk. In the late 1990s he worked with a bond management firm that marketed their product directly to regional broker dealers. John Charles gained valuable insight into how products are packaged and sold in mass through retail networks.

Prior to founding Strathmore, John Charles also worked at Eastover Capital Management, an investment management firm where he spent five years working directly with individual, high-net worth clients. It was the culmination of these industry experiences that drove John Charles to find a better solution for individuals and families that need a high level of involvement from a firm in coordinating and managing the complexities of generational family wealth. Now, as a Family CFO, John Charles can provide clients with the wealth management they deserve.

John Charles holds the FINRA (Financial Industry Regulatory Authority) Series 65 license and is a North Carolina Registered Investment Advisor Representative. Born and raised in Burlington, North Carolina, John Charles has lived in Charlotte since 1987. A graduate of North Carolina State University, he’s married and enjoys the shared duties of raising three children. When time allows, he supports the Special Olympics, working as a volunteer basketball coach.