In 2025, Charles joined Rayburn West Financial Services LLC as a Financial Advisor, bringing with him a strong foundation in institutional finance and investment analysis. A Nashville native and graduate of Montgomery Bell Academy, Charles began his career in Equity Research at Piper Sandler in Atlanta, where he covered regional banks. He later transitioned to Investment Banking at Stifel in New York, advising companies in the industrials and technology sectors as both an Analyst and Associate. Charles holds a B.S.B.A. in Finance and Marketing from the University of Tennessee-Knoxville and earned his Master of Science in Finance from Vanderbilt University's Owen Graduate School of Management.