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About
Charles L. Norton, CFA, is a Portfolio Manager at Penn Davis McFarland, Inc. in Dallas, Texas, where he is responsible for managing diversified portfolios for individuals and families. He specializes in multi-asset class investing, including both equity and fixed income strategies, with a particular focus on high net-worth clients.
Previously, Mr. Norton served as Senior Portfolio Manager and Senior Equity Research Analyst at Wells Fargo Private Bank, where he managed multi-asset class portfolios and led equity research initiatives. Earlier in his career, he was Principal and Portfolio Manager at GNI Capital, gaining extensive experience in portfolio construction and security analysis across various sectors and asset classes.
Mr. Norton holds a degree from Tulane University's A.B. Freeman School of Business and is a Chartered Financial Analyst (CFA) charterholder. Over his career, he has developed expertise in wealth management, equity analysis, and portfolio strategy, consistently delivering disciplined investment approaches tailored to the needs of high net-worth individuals and family offices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Penn Davis McFarland, Inc. | Portfolio Manager | May 2015 to Present | Co-manage $1.2 billion concentrated equity portfolio, including idea generation, portfolio construction and risk management decisions. Strategy is opportunistic, unconstrained, growth biased but with ... |
| Wells Fargo | Senior Portfolio Manager and Senior Equity Research Analyst | Jan 2011 to May 2015 | Manage fully discretionary, multi-asset class portfolios as a senior portfolio manager to a limited number of large client relationships, including family offices, high net worth individuals, foundati... |
| GNI Capital | Principal and Portfolio Manager | Jan 2000 to Jan 2011 | As a founding principal of long/short equity manager, responsible for all aspects of investment process, from idea generation through portfolio construction and risk management. Grew firm assets from ... |
| Gotham Capital Management | Vice President, Equity Research | Jun 1998 to Dec 1999 | Developed short-term trading strategies for the firm’s long/short equity hedge fund. |
| Salomon Smith Barney | Investment Banking Division | Jun 1996 to Jun 1998 | Part of health care team executing equity and debt financings and M&A transactions. |
Education
Tulane University - A.B. Freeman School of Business
Skills & Expertise
Others at Penn Davis Mcfarland Inc. (1)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager and Research Analyst | Dallas, TX , United States |
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