Chuck Simko

Chuck Simko, CFA, is a Senior Portfolio Manager at MainStreet Investment Advisors LLC, where he has served since 2011. In this role, he is responsible for managing client relationships, portfolio management, and analysis, and is an integral member of the firm's Investment Committee responsible for establishing investment strategy and policy. His expertise includes designing quantitative equity models and delivering custom investment solutions for trust clients, institutions, and mutual funds.

Chuck’s investment focus spans equity and fixed income asset classes, with specialized experience in managing Large Cap Equity strategies, equity income portfolios, and solutions for institutional and trust clients. He frequently contributes to MainStreet’s thought leadership on topics such as behavioral finance, dividend strategies, and fixed income management.

Prior to joining MainStreet Advisors, Chuck was Senior Vice President and Portfolio Manager at FCI, Inc., where he led the Equity Income Team and managed portfolios for Trust Investment Solutions, and earlier, he served as Senior Vice President and Portfolio Manager at Wright Investors’ Service. Chuck holds a Bachelor of Science in Mathematics from Fairfield University and is a Chartered Financial Analyst, as well as a member of the CFA Institute and CFA Society New York.