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About
Charles Wood is a Trader at Alpha Wave Global, LP, based in New York City, with a decade of experience in financial markets. At Alpha Wave Global, he is responsible for executing investment strategies and managing positions across various asset classes, with a particular emphasis on public equities and multi-asset portfolios. His work supports the firm’s goal of achieving superior risk-adjusted returns for institutional and high-net-worth clients.
Previously, Charles held roles as a Wealth Management Associate at Strategies for Wealth, where he focused on portfolio construction and client advisory, and as a Research Intern at Auerbach Grayson, gaining exposure to global market research and cross-border investment analysis. These experiences span both traditional wealth management and institutional trading environments, providing him with a comprehensive perspective on market dynamics and asset allocation.
Charles earned a Bachelor of Science in Business with a major in Finance, a minor in Data Analytics, and completed a special program in Law from the University of Connecticut School of Business. His expertise lies at the intersection of quantitative analysis, equity markets, and diversified investment strategies, and he is recognized for his analytical rigor and cross-disciplinary approach to investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Alpha Wave Global, LP | Trader | May 2022 to Present | — |
| Strategies for Wealth | Wealth Management Associate | May 2021 to May 2022 | — |
| Auerbach Grayson | Research Intern | Dec 2020 to May 2021 | — |
| GFT Group | Information Technology Summer Intern | May 2019 to Aug 2019 | — |
| Engaged Tracking Index Limited | Data Analytics Intern | Feb 2019 to Apr 2019 | — |
Education
University of Connecticut School of Business
Bachelor's degree, Bachelor of Science in Business; Finance; Data Analytics Minor; Special Program in Law
2016 — 2020
Skills & Expertise
Others at Alpha Wave Global, LP (10)
| Name | Role | Location |
|---|---|---|
| Head Trader | Stamford, CT , United States | |
| Investment Analyst | Miami, FL , United States | |
K Kristine Zhuang | ESG Analyst | New York, NY , United States |
| Investment Analyst | New York, NY , United States | |
| Senior Associate | New York, NY , United States | |
| Associate | New York, NY , United States | |
| Analyst | San Francisco, CA , United States | |
| Investment Analyst | United States | |
N Neil Udassi | Analyst | New York, NY , United States |
| Co-Founder, Chairman and Chief Investment Officer | Miami, FL , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Associate - Resi Trading | Waterfall Asset Management, LLC | New York, NY , United States | |
A Arjuna Lal | Analyst | Waterfall Asset Management, LLC | New York, NY , United States |