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Charles Self, CFA
Chief Investment Officer | COO | CEO | Outside Director| Financial Media Spokesman | Audit | Private Equity at iSectors
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Charles Self, CFA
Chief Investment Officer | COO | CEO | Outside Director| Financial Media Spokesman | Audit | Private Equity at iSectors
Joined 02/06/2018
Level: LEVEL 01 (12 mo pts: 0 pts)
Lifetime points: 60 pts
Charles Self is known for his ability to architect an accelerated revenue topline, as well as for his government regulation expertise with financial services organizations.
Chuck's robust career that has been a blend of 20 years focused on fixed income investment processes, followed by ten years concentrated on sales, marketing and product management of alternative investment strategies. Over the years, he's been recruited by investment management organizations to grow assets under management and upgrade investment strategy and processes. Chuck has created new products for such organizations including SEC-registered and offshore mutual funds, and implemented regulatory compliance procedures.
He chairs the Investment Committee for Governmental Insurance Managers and serves on its Audit Committee. Chuck is also the First Board President of the Bright Promise Fund for Urban Christian Education.
OUTSIDE DIRECTOR EXPERIENCE
• Governmental Insurance Managers (GIM), Outside Director. Serves as Chairman of Investment Committee.
• Community Foundation of the Fox Valley Region, Member Investment Committee.
• Evangelical Lutheran Church of America Foundation, Member Investment Committee
CEO | COO | PRESIDENT EXPERIENCE
• Management of Financial Services organizations within a heavily regulated industry. Have navigated the “not letting the regulators run the company” territory.
• Increased revenues 100% in the first three years at iSectors.
CHIEF INVESTMENT OFFICER
• Responsible for a wide range of investment asset classes, architecting all required processes, and recruiting/ staffing all departments.
• Nominated for Best New Asset Allocation ETF by ETF.com.
• Head Investment Manager for the North American division of ABN AMRO.
• Selected as one of the 100 most influential financial advisors in the U.S. by 2018 INVESTOPEDIA 100.
Chuck's robust career that has been a blend of 20 years focused on fixed income investment processes, followed by ten years concentrated on sales, marketing and product management of alternative investment strategies. Over the years, he's been recruited by investment management organizations to grow assets under management and upgrade investment strategy and processes. Chuck has created new products for such organizations including SEC-registered and offshore mutual funds, and implemented regulatory compliance procedures.
He chairs the Investment Committee for Governmental Insurance Managers and serves on its Audit Committee. Chuck is also the First Board President of the Bright Promise Fund for Urban Christian Education.
OUTSIDE DIRECTOR EXPERIENCE
• Governmental Insurance Managers (GIM), Outside Director. Serves as Chairman of Investment Committee.
• Community Foundation of the Fox Valley Region, Member Investment Committee.
• Evangelical Lutheran Church of America Foundation, Member Investment Committee
CEO | COO | PRESIDENT EXPERIENCE
• Management of Financial Services organizations within a heavily regulated industry. Have navigated the “not letting the regulators run the company” territory.
• Increased revenues 100% in the first three years at iSectors.
CHIEF INVESTMENT OFFICER
• Responsible for a wide range of investment asset classes, architecting all required processes, and recruiting/ staffing all departments.
• Nominated for Best New Asset Allocation ETF by ETF.com.
• Head Investment Manager for the North American division of ABN AMRO.
• Selected as one of the 100 most influential financial advisors in the U.S. by 2018 INVESTOPEDIA 100.
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