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Charles Hodge, CIMA

Investment Services Consultant
Dallas, TX, US

Tel: +1 214 8635500

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Professional Designations

  • Certified Investment Management Analyst (CIMA)
  • CEBS Recognition of Academic Achievement—Retirement Plans
  • Fellow, Society of Pension Professionals
  • NASD and SEC Licenses: Series 6, 7, 63, 65

Education

  • BA, Economics, University of Texas at Austin

Current Responsibility

Charles is an investment services consultant in the Dallas office of Milliman. He has worked with investments for more than 20 years and has been an institutional investment consultant since 1991. Charles joined Milliman in 2000.

Experience

Charles has helped defined benefit, defined contribution, endowment, and foundation clients find investment solutions through:

  • Investment manager selection and monitoring
  • Investment policy statement design and review
  • Asset liability modeling
  • Funding study analysis
  • Asset allocation studies
  • Model portfolio construction
  • Vendor searches

Affiliations

  • Member, Association of Investment Management and Research
  • Member, Investment Management Consultants Association
  • Member, Dallas Society of Financial Analysts
  • Member, CEBS Society, Dallas/Fort Worth
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman