Charles Arnold is a Financial Representative and joined M.J. Smith & Associates in November of 2011. He assists in the due diligence for clients’ mutual fund and separately managed account holdings as well as overall portfolio evaluation and asset allocation. Charles also has a focus on maintaining and servicing defined contribution 401(k) and pension plans for the firm.
Charles holds a Bachelor of Economics from the College of Arts and Letters as well as a Bachelor of Business Administration in Finance from the Mendoza College of Business at the University of Notre Dame. He specializes in new investment due diligence, third party mutual fund and vendor relationships, as well as client portfolio reviews and asset allocation analysis. Charles also assists in the due diligence preparation for the monthly investment committee meetings, specializing in variable annuity sub account evaluation.
Charles lives in the Washington park area of Denver, Colorado. He is an avid snowboarder and outdoor enthusiast.
