Charles RodgersCharles Rodgers, CFA®Executive DirectorWealth Partner
LinkedInAbout Charles
Charles Rodgers is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
Charles brings clients more than 25 years of extensive investment experience. Prior to joining the firm in 2023, he spent two years with his colleagues in a similar leadership role at First Republic. Before that, he was a Regional Chief Investment Officer at Abbot Downing, a boutique division at Wells Fargo, where he led the Asset Management group on the West Coast for most of his 13 years there. From 1998 through 2007, he was the Chief Investment Officer at Northern Trust in Miami.
A highly-skilled investment professional, Charles is respected by clients and the industry alike. Throughout his career, he has worked tirelessly to advance the ambitions of ultra-high-net-worth clients, streamlining the complexities and unwinding the intricacies of addressing their wealth and wishes. He measures his success strictly in terms of client outcomes, believing that his team's accomplishments can only manifest themselves through those of each client.
Charles focuses his efforts on building portfolios for successful individuals and charitable organizations. He is especially skilled in client manager research and selection, client asset allocation, portfolio construction and risk management.
Charles graduated "twice" from the University of Miami—with a B.S. in International and Comparative Studies and Political Sciences, as well as an M.B.A. with a concentration in Finance. He also holds the Chartered Financial Analyst®(CFA®) designation. Charles resides in Jupiter, Florida. He is the proud father of two children, one a freshman at the University of Miami and the other in high school at The Benjamin School.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Insights
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August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
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August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now