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Charles Wood

Charles Wood

Trader at Alpha Wave Global, LP

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Alpha Wave Global, LPTraderMay 2022 to Present
Strategies for WealthWealth Management AssociateMay 2021 to May 2022
Auerbach GraysonResearch InternDec 2020 to May 2021
GFT GroupInformation Technology Summer InternMay 2019 to Aug 2019
Engaged Tracking Index LimitedData Analytics InternFeb 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

Customer Service
Management
Microsoft Excel
Leadership
Project Management
Strategic Planning
Microsoft Word
Microsoft PowerPoint
SAS
Bloomberg
Microsoft Office

Others at Alpha Wave Global, LP (10)

NameRoleLocation
Ben Mulberry
Ben Mulberry
Head TraderStamford, CT , United States
David Fabregat
David Fabregat
Investment AnalystMiami, FL , United States
K
Kristine Zhuang
ESG AnalystNew York, NY , United States
Luola Chen
Luola Chen
Investment AnalystNew York, NY , United States
Alex Groszek
Alex Groszek
Senior AssociateNew York, NY , United States
Annie Yuan
Annie Yuan
AssociateNew York, NY , United States
Edward Xiao
Edward Xiao
AnalystSan Francisco, CA , United States
John Li
John Li
Investment AnalystUnited States
N
Neil Udassi
AnalystNew York, NY , United States
Rick Gerson
Rick Gerson
Co-Founder, Chairman and Chief Investment OfficerMiami, FL , United States

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