Chuck Urquhart is a 25-year fixed income professional having managed business development efforts for several top financial service product companies. Prior to joining AD&Co., Chuck founded Fixed Income Resources which is a comprehensive fixed income solutions company for separate account managers, wealth mangers, and institutional asset managers. Having started his career in institutional sales for Lehman Brothers, Chuck spent nearly 20 years with Fidelity Investments overseeing fixed income business development efforts across multiple client channels at its Capital Markets division.
Chuck is a graduate of Brown University. He is a CFA charter holder. A member of the CFA Institute and the greater Baltimore CFA Society.