Charles R. Hoke, CFA
Managing Director

Charles Hoke is a portfolio and senior relationship manager with more than 25 years of experience helping high net worth families and foundations/endowments achieve their wealth management/investment objectives. He currently serves on the firm’s Asset Allocation Committee.

Prior to joining the firm in 2006, Charles served as a vice president with Credit Suisse First Boston's Private Wealth Management Division. From 1998 to 2002, Charles was an investment advisor with Morgan Stanley Private Wealth Management in Atlanta. Prior to joining Morgan Stanley, Charles worked as an associate with Homrich & Berg, an Atlanta-based, fee-only financial planning and investment advisory firm. He began his career in wealth management in 1993 with the trust department of SunTrust Bank.

Charles holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Atlanta Society of Financial Analysts. Charles is on The Terry College of Business (UGA) Alumni Board. He is a member of the board of directors for Gamma Inc., as well as the West Paces Neighborhood Association, where he also serves as treasurer. In addition, he serves on the Board of Visitors at Emory University and is a member of the investment committee for the Atlanta History Center’s Endowment.

Charles earned a Bachelor of Business Administration with a concentration in finance, magna cum laude, from the University of Georgia and a Master of Business Administration with honors from Emory University's Goizueta Business School.