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Charley Ward, CFA

Charley Ward, CFA

Research Analyst, Focused Growth Strategy

Charley serves as a consultant to Doliver and assists with the firm’s compliance and Focused Growth Strategy. He is Chief Compliance Officer and Chief Operating Officer of Burke Wealth Management. Before Burke Wealth Management, Charley served as Doliver’s Chief Compliance Officer and Chief Operating Officer. Charley has 16 years of experience in the asset management industry with the past 13 years in the compliance industry. Prior to Doliver, Charley held various compliance and operations roles with Van Kampen, Morgan Stanley Asset Management, Jennison Associates, and Invesco. Charley graduated from the University of Texas in 2002 with a B.A. in Economics and a minor in Business. He is a CFA® charter holder.