Started my Wall St. career in 1955 with S+P and worked 46 yrs as an analyst (CFA), investment banker, money manager, and stockbroker. Spent about 20 yrs with Bear Stearns (partner) and left to become Sr. VP and principal with Oppenheimer & Co. Shortly after OPCO sold out to CIBC I retired from the grind of managing other people's money to devote full time to managing my own.
SNAPSHOT
Description: Independent / boutique research firm analyst.
Charles Potter