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.