Publications

Publications

2023 newsletter q3

2023

Third Quarter

139th Edition

newsletter q2 2023

2023

Second Quarter

138th Edition

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2023

First Quarter

137th Edition

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2022

Fourth Quarter

136th Edition

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2022

Third Quarter

135th Edition

2022 Q2 Screenshot

2022

Second Quarter

134th Edition

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2022

First Quarter

133rd Edition

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2021

Fourth Quarter

132nd Edition

3rdQuarterNewsletter

2021

Third Quarter

131st Edition

Newsleter_Edition130

2021

Second Quarter

130th Edition

1stQuarter2021

2021

First Quarter

129th Edition

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2020

Fourth Quarter

128th Edition

Michael Charles, CFP®, CPA

Vice President, Senior Wealth Advisor

Michael A. Charles earned his Bachelor of Business Administration degree in Accounting from the University of Notre Dame and his Masters of Business Administration from Butler University. He began his career performing various functions in accounting, auditing, and corporate financial analysis where he earned his Certified Public Accountant designation. In 1990, Mr. Charles transitioned to the financial services industry, focusing on managing private investment portfolios and providing personal financial planning for high net worth individuals. While at NatCity Investments, he earned his Certified Financial Planner™ designation and 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 over five years serving high net worth clients as a Wealth Management Advisor. 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. Mr. Charles philanthropic participation includes his current positions as Treasurer and Board Director for Right to Life of Indianapolis and his past membership on one of Marian University’s advisory boards.