Charles J Batchelor is a skilled professional, who works in Entasis Asset Management main office of which is in 5. on the position of Co-Founder and Chief Investment Officer - Equity from 2016. Charles has earned professional experience in more than six positions at various companies. Charles J Batchelor went to the University of Wisconsin - Milwaukee - Lubar School of Business and received education from 2001 to 2003. This expert has these qualifications: Chartered Financial Analyst (Cfa), Cfa Institute, and Cfa Institute Ce Program 5 Year Milestone. Brookfield, Wisconsin is the city, where this professional was lastly known to settle. The person's phone and email can be accessed through this website by request.
Name variants:
Charlie Batchelor,
Chad Batchelor,
Chas Batchelor,
Chuck Batchelor,
Karl Batchelor
Last updated Jul 06, 2024
Contact Information
Last Update
Jun 30, 2022
Email
cj**@yahoo.com
Location
Brookfield, WI
Company
Entasis Asset Management
Workplace
Co-Founder and Chief Investment Officer - Equity
Work History
Co-Founder and Chief Investment Officer - Equity
300 north Corporate Dr SUITE 220, Brookfield, WI 53045
In my role as Chief Investment Officer of Equity I am responsible for the on-going research and implementation of the equity investment process. It is our mission to improve the long-term po...
from May 2016
Director of Investment Research
100 east Wisconsin Ave, Milwaukee, WI 53202
Director of the firm's research team, which is responsible for manager selection, on-going manager due diligence and analytics. A key function of the research team is to identify and make re...
Dec 1, 2012 — Apr 2016
Investment Research and Communication Team - Internship
Member of the Investment Research and Communication Team, which conducted competitor analysis on intermediary partner platforms, provided clients with monthly portfolio statistics and suppor...
Apr 2003 — Dec 2003
Managed Account Services - Internship
During my internship with Managed Account Services, I worked independently on competitive portfolio analysis projects, managed time-sensitive transition report requests from clients and prof...
May 2002 — Mar 2003
Education
1999 — 2001
Occupations
Executive
Chief Investment Officer
Co-Founder
Manager
Construction
Security
Director
Management Analysts
Founder
Chief Executive
Operations Manager
Skills
Equities
Portfolio Management
Asset Allocation
Investments
Trading
Mutual Funds
Asset Management
Alternative Investments
Investment Strategies
Risk Management
Bloomberg
Valuation
Analytics
Quantitative Analytics
Investment Advisory
Investment Management
Fund of Funds
Hedge Funds
Chartered Financial Analyst
Institutional Investments
Investment Research
Separately Managed Accounts
Qualitative Research
Quantitative Research