Charles Urquhart, CFA · Annapolis, Maryland

More than 30 years in the bond market. Now working for your board, your platform and your advisors.

I've worked in fixed income since 1990: Lehman Brothers, 18 years at Fidelity Capital Markets, then bond-market technology at Tradeweb and Andrew Davidson. Today I advise fixed income companies, train the people who sell their products, and teach at Loyola.

Charles Urquhart, CFA
Charles Urquhart, CFA · Founder

Career

Lehman Brothers · Fidelity Capital Markets · Tradeweb · Andrew Davidson & Co. · Loyola University Maryland

Published in

Advisor Perspectives · NAPFA Advisor

Three ways to work with me

Every engagement starts with a 20-minute call.

For companies

Advisory board seats, buy-side go-to-market and project work

For fixed income platforms, asset managers, index providers and data firms. Paid by retainer, equity or a mix; projects scoped and priced up front.

Work With Companies →

For firms training their people

Fixed income and private credit programs for relationship managers

Half-day to two-day programs for wholesalers, sales teams and new hires, delivered on-site or virtually. Priced per day.

Training & CE →

For advisors

CFP CE, the bond ladder course and firm workshops

Sponsor-free education. No product sponsors, so the material answers to the advisor and the client, not to an issuer.

Currently

OCT 2026

Advising

OpenOffering on buy-side adoption of its electronic primary-market platform for municipal bonds.

Teaching

FI 380 at Loyola University Maryland's Sellinger School of Business. Member of the Finance Department Advisory Board.

Writing

The Weekly Clarity Brief, on private credit and retail distribution. Free on LinkedIn. Subscribe →

About Charles

Charles has worked in the bond business since 1990. At Lehman Brothers he was a VP in institutional fixed income, covering US hedge funds, pensions and other domestic accounts in non-dollar European government bonds and the related derivatives markets. He then spent 18 years at Fidelity Capital Markets, then worked in fixed income technology at Tradeweb and Andrew Davidson & Co. He is a CFA charterholder based in Annapolis, and today advises OpenOffering, trains advisors and relationship managers, and teaches at Loyola.

More about Charles →
  1. LEHMAN BROTHERSVP, Institutional Fixed Income: non-dollar European government bonds
  2. 18 YEARSFidelity Capital Markets
  3. TECHNOLOGYTradeweb · Andrew Davidson & Co.
  4. TODAYFixed Income Resources · OpenOffering · Loyola University Maryland

Next step

Start with a 20-minute call.

If you're building, launching or explaining something in fixed income, I'd like to hear about it.