Position: Portfolio Manager
Phone: +852 3468 8880
LinkedIn: View Profile
Charles McKenzie is a Portfolio Manager at Leo Wealth, an independent global wealth advisor. Based in Dallas, Charles is responsible for working with clients to build comprehensive financial plans and serves on the investment committee, helping build and trade portfolios for clients.
Charles earned a degree in Personal Financial Planning at Texas Tech University. Upon Graduation, Charles earned his CFP® certification and joined BFT Financial group in Dallas, Texas.