Charles Freeman
President @Adaptfirst Tax And Investments
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WORK HISTORY
President @Adaptfirst Tax And Investments
AdaptFirst Investments was founded on the concepts of flexibility and freedom. As a CFA, I partner with other advisors at AdaptFirst or advisors outside the firm to support them as an investment resource. Many advisors enjoy being a relationship manager more than digging through data. I am a resource for them by keeping up with changing markets and investment opportunities for their clients. We only have so many hours in a day, so partnering with AdaptFirst helps advisors be free to focus what they enjoy.
EDUCATION
The University of North Carolina at Chapel Hill
Bachelor of Business Administration - BBA, Marketing
UNC Kenan-Flagler Business School
BSBA, Marketing, Finance
SKILLS
ABOUT CHARLES FREEMAN
As a FLAT FEE Outsourced Chief Investment Officer and Advisor Partner - I am a…
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