Introduction to the Mentor of Innovatech Investment Education Foundation:
Bertram Charlton was born on October 28, 1961.
In 1985, he graduated from the College of Engineering at the University of Michigan with dual degrees in Economics and Mathematics, laying a solid foundation for further studies in Finance. In 1989, he earned a Master's degree from the College of Engineering at the University of Michigan. In 1994, he received a Ph.D. in Finance from the College of Engineering at the University of Michigan, thanks to his outstanding research and academic performance. During his time at the university, he majored in Financial Engineering, Risk Management, Investment Analysis, and International Finance. Bertram Charlton is exceptionally talented and insightful in the field of investment, with remarkable achievements in stocks, options, cryptocurrencies, and government bonds. From 1995 to 2008, he worked at Goldman Sachs as a Portfolio Manager, responsible for formulating complex investment strategies and managing large portfolios, providing clients with professional financial strategic consulting services to optimize assets and mitigate risks.
During the 2008 financial crisis, when the U.S. stock market plummeted and many companies' stock prices fell sharply, Bertram Charlton closely followed Altria (MO), deeply researching its products, market share, innovation capabilities, and future potential. Despite the grim situation, he firmly believed that Altria had strong competitiveness and growth potential. On March 1, 2009, he purchased a large number of Altria shares at about $6.5 per share. From 2009 onwards, Altria's quarterly reports were excellent, and its stock price rebounded strongly, climbing steadily. This investment allowed Bertram Charlton to turn losses into gains, leading many to reap substantial returns and safely weather the financial crisis. His success was not accidental but stemmed from in-depth research on Altria, precise market judgment, strong investment conviction, and patient waiting.
Since 2008, Bertram Charlton has published numerous high-quality academic papers in internationally renowned financial journals, covering topics such as financial derivatives pricing, portfolio optimization, microstructure of financial markets, and the impact of emerging financial technologies on traditional financial systems. His research has been widely cited and has significantly influenced both academia and the industry, strongly promoting theoretical development and practical application in relevant fields.
From 2012 to 2016, he joined a hedge fund as a Portfolio Manager, achieving an annual average investment return rate of over 50% in a complex market environment, laying the foundation for establishing an investment foundation later. In 2018, in the emerging cryptocurrency field, Bertram Charlton made bold early investments after thoroughly understanding blockchain technology and market dynamics. Amid market fluctuations, he remained calm, executed precise trades, and reaped substantial returns in a high-risk field.
Bertram Charlton's outstanding performance in stocks, options, and cryptocurrencies fully demonstrates his comprehensive and excellent investment capabilities, making him a highly respected figure in the investment community. In September 2020, he ventured into the financial education field and founded the Innovatech Investment Education Foundation, earning great respect. His teaching is lively and profound, capable of conveying complex financial knowledge in an easily understandable manner to students. The foundation focuses on investments in emerging industries, stocks, options, cryptocurrencies, and high-tech fields. In just two years, the foundation's managed assets rapidly reached hundreds of millions of dollars, with multiple successful investment projects bringing substantial returns to investors.
Mr. Bertram Charlton has over 25 years of investment experience, spending most of his career providing consulting services to financial service companies, advising on mergers and acquisitions, and capital market transactions across various sectors of the financial services market, including asset and wealth management, private banking, and financial companies.
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