R.V. Kuhns & Associates, Inc. - Charles J. Waibel, CFA

Charlie is a Senior Consultant with R.V. Kuhns & Associates, Inc. and joined the Portland office in 2005. He has 13 years of experience in the investment consulting and asset management industry. His clients include foundations/endowments, corporations, defined benefit and defined contribution pension plans as well as select high-net-worth individuals and families. Charlie's experience prior to joining RVK includes actively managing client portfolios as a domestic equity portfolio manager. He has also served as a trustee for several foundations and as an outside trustee for a large hospital system investment committee. His experience as a trustee has given him extensive experience in developing sound fiduciary practices, investment policies, asset allocations and performance evaluation and compliance reports.

Charlie has a Bachelor of Arts degree in Natural Science from Lewis and Clark College, a Doctorate in Medicine from Oregon Health Sciences University and did his postgraduate training at UCLA. Prior to his career in finance he was Chief of Emergency Services at Legacy Emanuel Hospital, a Level I trauma center in Portland, Oregon. He received the Chartered Financial Analyst designation in 2000 and is a member of the CFA Institute and the CFA Society of Portland. Prior to joining RVK he was a portfolio manager with Badgley, Phelps, and Bell specializing in working with high-net-worth families and trusts. Charlie is a shareholder of the firm.


		Charles J. Waibel, CFA Charlie is a Senior Consultant with R.V. Kuhns & Associates, Inc. and joined the Portland office in 2005. He has 13 years of experience in the investment consulting and asset management industry. His clients include foundations/endowments, corporations, defined benefit and defined contribution pension plans as well as select high-net-worth individuals and families. Charlie's experience prior to joining RVK includes actively managing client portfolios as a domestic equity portfolio manager. He has also served as a trustee for several foundations and as an outside trustee for a large hospital system investment committee. His experience as a trustee has given him extensive experience in developing sound fiduciary practices, investment policies, asset allocations and performance evaluation and compliance reports. Charlie has a Bachelor of Arts degree in Natural Science from Lewis and Clark College, a Doctorate in Medicine from Oregon Health Sciences University and did his postgraduate training at UCLA. Prior to his career in finance he was Chief of Emergency Services at Legacy Emanuel Hospital, a Level I trauma center in Portland, Oregon. He received the Chartered Financial Analyst designation in 2000 and is a member of the CFA Institute and the CFA Society of Portland. Prior to joining RVK he was a portfolio manager with Badgley, Phelps, and Bell specializing in working with high-net-worth families and trusts. Charlie is a shareholder of the firm.
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