About Prometheus Investment Advisors

experience you can depend on
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Built on 50+ Years of Real-World Experience

Navigating the markets and life’s financial challenges for more than half a century, Charles Doran has seen nearly every scenario clients can face. He’s led teams in top financial firms, advised through countless market cycles, and helped families, professionals, and business owners secure their futures. This deep experience means every recommendation is grounded in hard-won knowledge, not off-the-shelf formulas. Clients benefit from a broad perspective, steady judgment, and a commitment to solving real problems—no matter how complex.

What to Expect—Our Process, Step by Step

01

Discovery Conversation

Everything begins with a relaxed, confidential initial conversation—no sales pitch. We listen to your concerns, answer your questions, and learn about your goals.
02

Personalized Planning

We review your full financial picture, then build a custom plan that brings clarity to every part of your wealth—investments, retirement, tax strategy, and legacy.
03

Clear Recommendations

You receive clear, actionable guidance tailored to your needs. We explain every step, so you feel confident about your decisions.
03

Ongoing Partnership

As life evolves, so does your plan. We check in regularly, adjusting strategies as needed and keeping you informed—so you’re never left wondering where things stand.

My mission is to help clients achieve true peace of mind—so they know their finances are in capable, caring hands, year after year.

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Meet Charles Doran

Principal

Charles Doran overseas the operations of the Strategy. As a Financial Advisor he develops financial plans for clients, creates and executes investment strategies, and provides a variety of advisory services. His career in the financial services industry began with Thomson McLintock in London in 1968 (now KPMG) where he was apprenticed as a Chartered Accountant. He was admitted to the Institute of Chartered Accountants in England and Wales in 1972 and subsequently granted Fellowship in 1974. He was granted Fellowship of the Association of Corporate Treasurers in 1978.

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Following on from his career in the accounting profession, Charles was appointed European treasurer of G.D. Searle in 1975, and then joined Citibank in 1980. He held several responsibilities in his 25 year career at Citibank, in London, Singapore, Hong Kong, and then New York. He ran product based businesses in Citibank’s Corporate and Investment Bank and was responsible for the provision of a variety of financial services to major corporations. In 1997, he assumed responsibility for the creation of Citigroup’s global corporate transactional banking internet presence. In 2003, he was awarded Citigroup’s Annual Global Award for Product Innovation for this worldwide service.

 

In 2005, Charles left Citigroup and focused his financial skills and experience on providing wealth management advice and services to individual clients as a wealth management advisor with Questar Asset Management. In 2018 he founded Prometheus Investment Advisors. He holds the following qualifying examinations and licenses: Series 7, 65 and 66.