About Us: Leadership

Michael A. Charles, CFP

Michael A. Charles, CFP®, CPA
Vice President and Portfolio Manager

Michael A. Charles earned a Bachelor of Business Administration degree in Accounting from the University of Notre Dame and a Masters of Business Administration from Butler University. Mr. Charles has been employed in the field of finance for thirty nine years. He began his career by performing various functions in accounting, auditing, and corporate financial analysis where he earned his Certified Public Accountancy designation. In 1990, Mr. Charles transitioned to the financial services industry, focused on managing private investment portfolios and providing personal financial planning for high net worth individuals. For four of his fourteen-year tenure at NatCity Investments he successfully established and managed the financial planning department serving over 200 of the firm’s financial advisors and their clients. Mr. Charles joined Wallington Asset Management in 2012 from TIAA-CREF where he spent five and one-half years serving high net worth clients as a Wealth Management Advisor and was the Indianapolis Compliance Branch Office Manager. Mr. Charles is a Certified Financial Planner. In his role at Wallington Asset Management, Mr. Charles is primarily responsible for financial planning and portfolio management. He is also involved in security analysis and serves as a member of Wallington Asset Management’s Investment Selection Committee.