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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July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.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 NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
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