Ray Charles

Ray Charles is a Senior Analyst at AGW Capital Advisors (Annis Gardner Whiting Capital Advisors LLC), based in Florida. In this role, he is responsible for conducting in-depth investment research, supporting portfolio management decisions, and providing analytical insight across client accounts. His work directly supports the firm's asset allocation and investment policy processes, focusing on improving portfolio optimization and stress testing for both institutional and high-net-worth individual clients.

Ray specializes in investment management and consulting, with expertise in portfolio construction, risk assessment, and the evaluation of public and private market opportunities. At AGW Capital Advisors, he works with assets across equities, fixed income, and alternative investments, and the firm also manages private fund vehicles for clients seeking private equity exposure.

Ray’s prior experience includes serving as Vice President at Cassidy & Company, where he led client advisory and investment management initiatives, and as a Financial Advisor at USAA, supporting individual financial planning and investing. He holds a Bachelor's degree in Political Science and Government from the University of South Carolina-Columbia, building a foundation in analytical thinking and policy analysis. His commitment to diligence and compliance is noted, and he maintains a strong reputation for client-focused advisory in the investment management sector.