Charlie Markwalter

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growth equity wealth management client service portfolio management high quality investments asset allocation fixed income risk management investment management investment strategies large cap growth mid cap growth thematic growth balanced growth global tactical allocation performance analysis equity portfolio fixed income portfolio long-term investment strategy macro-economic analysis client-directed asset allocation financial market trends concentrated portfolio growth stocks diversified portfolio separate accounts capital market assumptions stock selection process investment advisory financial forecasting economic forecasts earnings growth rate stock-specific discount rate quality evaluation bottom-up analysis fundamental valuation high quality growth financial analysis market capitalization equity strategies investment philosophy market conditions risk-adjusted returns diversification strategies sector allocation investment opportunities earnings momentum top-down macro view strategic asset allocation client needs investment analysis active management strategies investment risk historical stock performance financial objectives financial services