Charles O'Rourke

Charles O’Rourke, CFA, is a Fixed Income Analyst at JAG Capital Management, LLC, based in St. Louis, MO. In this role, he is a key member of the fixed income portfolio management team, responsible for conducting fixed income research, making portfolio recommendations, and delivering client service and collaborative support across the organization. His current investment focus is on fixed income securities, including corporate and municipal bonds, and he leverages expertise in market trends and interest rate environments to advise institutional and individual clients.

Charles began his career as a fixed income trading assistant at Wells Fargo Advisors before joining Moneta Group Investment Advisors, where he held both trading and research roles focused on client bond portfolios and multi-asset analysis. At Moneta, he contributed to investment recommendations across fixed income, equities, and ESG (Environmental, Social, and Governance) investments, and served on the investment committee and Diversity Equity & Inclusion council.

He holds a BS in Economics from Missouri State University and is a CFA charterholder, reflecting his strong analytical capabilities and commitment to professional standards in investment management. Charles was recently recognized by JAG for exemplifying the firm’s collaborative values and is a member of the CFA Society.