Regency Wealth Management

Gavin Charlton Associate Portfolio Manager

Gavin joined Regency Wealth Management in 2022 and brings over 7 years of industry experience in investment research, portfolio monitoring & construction, trading operations, and manager due diligence.

Prior to joining Regency, Gavin worked at Peapack Private Wealth Management where he helped to manage $800 million and over 200 households. Gavin was integral in executing rebalancing strategies for 800+ accounts, covered the Utility sector for the firm, and was a member of the manager selection team. His prior experience comprises equity and fixed income research, trading operations, and mutual fund due diligence.

Gavin graduated Magna Cum Laude from William Paterson University with a B.S. in Finance. He is currently a level II candidate in the CFA program.

When not working, Gavin likes to travel, workout at the gym, watch basketball, and spend time with family and friends.

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