Charles Robertson
Profile
Mr. Charles Robertson is a Managing Director at AdvisorShares Investments LLC.
He has over 15 years of experience in the financial services industry.
From starting out as a brokerage trader at Fidelity Investments in a call center environment, Charles moved into a training role where he instructed new traders on everything from how to place trades to understanding client needs so that exceptional service was provided to each customer.
He then moved into a fledgling e-business group at Fidelity Investments and helped to develop one of the first online web-based trading platforms.
He then moved into product management and helped launch Fidelity’s first trading platform geared toward active traders.
Mr. Robertson also brings an extensive business analysis background from working at JPMorganChase, Etrade Financial and Intuit.
While at Etrade Financial, Charles headed the launch of two new brokerage sweep funds, as well as launched a new high-interest checking product for Etrade’s bank customers.
Mr. Robertson earned a Bachelor of Arts in History from Baylor University, a Bachelor of Business Administration in Finance from the University of Houston and a Master of Business Administration from Babson College.
Charles is also a Veteran of the Persian Gulf War where he served as a Non-Commissioned Officer in the United States Army’s Military Intelligence Corps.
He lives in Beverly Hills, CA.
Former positions of Charles Robertson
Companies | Position | End |
---|---|---|
E*TRADE FINANCIAL, LLC | Corporate Officer/Principal | - |
JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Digital Insight Corp. (Old)
Digital Insight Corp. (Old) Regional BanksFinance Digital Insight Corp. provided real time internet banking services. It provided online banking services to mid-market banks and credit unions in the United States. The company's portfolio of on-demand applications included consumer and business Internet banking, online lending, electronic bill payment and presentment, check imaging, account-to-account transfers, website development and hosting, marketing programs designed to help increase online banking end user growth. It was founded in 1995 and was headquartered at Calabasas, CA | Corporate Officer/Principal | - |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Training of Charles Robertson
Baylor University | Undergraduate Degree |
University of Houston | Undergraduate Degree |
Babson College | Masters Business Admin |
Experiences
Positions held
Linked companies
Listed companies | 1 |
---|---|
JPMORGAN CHASE & CO. | Finance |
Private companies | 3 |
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FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Digital Insight Corp. (Old)
Digital Insight Corp. (Old) Regional BanksFinance Digital Insight Corp. provided real time internet banking services. It provided online banking services to mid-market banks and credit unions in the United States. The company's portfolio of on-demand applications included consumer and business Internet banking, online lending, electronic bill payment and presentment, check imaging, account-to-account transfers, website development and hosting, marketing programs designed to help increase online banking end user growth. It was founded in 1995 and was headquartered at Calabasas, CA | Finance |
E*TRADE Financial Corp.
E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
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