Chuck Pope - President/Portfolio Manager
Chuck has worked in the Wealth Management Industry for 20 years with top firms such as Merrill Lynch, SunTrust Investment Services and Wachovia/Wells Fargo. He managed approximately $100 million in assets and had over 250 clients. With the goal of fewer clients, better service and zero conflicts of interest, he started Pope Capital LLC in 2009 with the primary focus on active management of portfolios through the use of technical analysis. Similar models are only offered on the institutional level for accounts in excess of $10 million; yet Chuck decided to extend this to the retail investor (min $30,000).
A native Atlantan and alumnus of Georgia Tech, Chuck and wife (Carrie) live in Roswell, GA with their 4 boys (Gavin, Kaden, Colton and Wyatt). Chuck is involved in coaching wrestling, baseball and basketball and has helped fundraise for a deserving wrestling community.
Carrie Pope - VP/Operations
With almost 25 years experience as an Investment Associate in the Wealth Management Industry, Carrie has played an integral role in operations and being a client liason. Her experience includes institutional corporate investments such as pension, 401k and profit sharing plans as well as foundations.
Carrie is a graduate of Cal State - Chico and was raised in Northern California.