Noreen Miyake-Char

Director of Investment Operations

Mrs. Miyake-Char serves as Director of Investment Operations Manager and Portfolio Manager. She is responsible for the portfolio management system, trading, client portfolio accounting and reporting.  Mrs. Miyake-Char develops and maintains several security databases used in the stock selection process. She conducts the fundamental analysis of companies, the selection of securities for our clients’ portfolios, monitors our earnings calendar and compares actual with consensus reports. Mrs. Miyake-Char tracks 13D, 13F and other reports filed with the Securities and Exchange Commission.

Mrs. Miyake-Char received her Bachelor of Arts degree from The NoreenMiyake-Char_Emblem-WM2016_505-01George Washington University in Washington, D.C.  She has an MBA in Finance and a Graduate Certificate in Investments from The Johns Hopkins University.  She is a former President of The Washington (D.C.) Association of Money Managers, and currently serves as a Board Member.  The Asian Pacific American Heritage Council has honored Mrs. Miyake-Char with the Congressman Horton Award.

Mrs. Miyake-Char was awarded the 2016 Washington, D.C. Five Star Professional Wealth Manager Award.  She was featured in the October issue of The Washington Post.  1,665 award candidates were considered for the Five Star Wealth Manager award.  208 were named 2016 Five Star Wealth Managers.  Award winners were judged on a 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.

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