See it move
Two ideas every client asks about. Play with them.
Both start from this week's actual Treasury yields. Use them yourself, or put them on screen in your next client meeting.
Interactive: how bond prices move when rates change. Loading…
Interactive: $100,000 in cash vs. a 5-year and a 10-year Treasury. Loading…
Three ways to work together
Every engagement starts with a 20-minute call.
Consulting
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.
Consulting →Team training
Bond CE and training for your whole advisor force
License the six-course Bond Series for every advisor, add live workshops, and I report the CE to CFP Board. Per seat or a flat firm license, plus programs for wholesalers, sales teams and new hires.
Team Training →For advisors
Six self-study CFP CE courses
Ladders, individual bonds, munis, bond math, credit, and how to explain it all to clients. From $19 a course, or all six for $99, with a certificate and CE reported for you. No product sponsors.
Career
Lehman Brothers · Fidelity Capital Markets · Tradeweb · Andrew Davidson & Co. · Loyola University Maryland
Published in
Advisor Perspectives · NAPFA Advisor
What people in the bond business say
“You are the Yoda of fixed income.”
Portfolio manager and trader, on LinkedIn
“His deep experience, insight and the ability to distill it down into relatable and understandable guidance stood out then and holds true now more than ever.”
“I have worked with a lot of fixed income specialists in my career and Chuck is one of the very best.”
“I highly recommend Chuck as an expert in fixed income, capital markets, large platform administration and client service.”
“Chuck puts client needs first and is an exceptional business partner.”
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. Fixed Income Resources is a CFP Board CE sponsor and an approved NASAA IAR CE content provider.
More about Charles →- LEHMAN BROTHERSVP, Institutional Fixed Income: non-dollar European government bonds
- 18 YEARSFidelity Capital Markets
- TECHNOLOGYTradeweb · Andrew Davidson & Co.
- TODAYFixed Income Resources · OpenOffering · Loyola University Maryland
Currently
NOV 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
Behind the Yield, on bonds, credit and private credit. Free by email. Subscribe →
Latest writing
All writing →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.