Charles O’Rourke, CFA®

Charles O’Rourke, CFA® is a Fixed Income Analyst and a member of JAG’s fixed income portfolio management team.

Charles began his career as a fixed income trading assistant at Wells Fargo Advisors in St. Louis. He later joined Moneta Group Investment Advisors in Clayton, Missouri where he traded fixed income and advised on client bond portfolios before transitioning to an investment research role at Moneta. As a research analyst, Charles made investment recommendations for Moneta’s clients and covered various asset classes including fixed income, equity, and ESG investments. He also served as a member of Moneta’s investment committee and Diversity Equity & Inclusion council.

Charles graduated from Missouri State University with a BS in Economics. He is a CFA® charterholder and is a member of the CFA Society.

In his spare time, Charles enjoys playing golf and spending time with his wife, Sam, and his Australian Shepherd dog, Lola.