Charles Trafton, CMT

Charles Trafton, CMT

Charles Trafton, who holds a Chartered Market Technician (CMT) designation, manages a long/short portfolio at FlowPoint Capital Partners LP, integrating event-driven fundamentals, sector analysis, accounting analytics, financial modeling, quantitative methods, valuation and technical analysis.

From 2006-2013 Charles was with The Boston Company, LLC a $45B subsidiary of BNY Mellon. As a member of the Portfolio Engineering and Small Cap Growth teams, he worked with Quantitative and Fundamental Research on portfolio management, primary research, trading strategies, systems research and development, consulting relations and manager analysis.  From 1994-2006 Charles was an analyst with Smith Barney Inc., Cowen & Co., Adams Harkness & Hill and America’s Growth Capital, LLC.  He was voted to Institutional Investor magazine “All-American Health Care Research Analyst” in 1997, and was a multiple-time Greenwich Associates “4-Star” Analyst during the 1990s.

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Video Archive Contributions
April 4, 2014
Institutional Money Management Panel: Fusion – Technical Analysis Drives Strategy for These Managers in Multiple Analysis Frameworks (Jones)
Presenter(s): Charles Trafton, CMT
April 4, 2014
Institutional Money Management Panel: Fusion – Technical Analysis Drives Strategy for These Managers in Multiple Analysis Frameworks (Trafton)
Presenter(s): Charles Trafton, CMT

Chapter Chair

CMT Designation

Since

Charles Trafton, who holds a Chartered Market Technician (CMT) designation, manages a long/short portfolio at FlowPoint Capital Partners LP, integrating event-driven fundamentals, sector analysis, accounting analytics, financial modeling, quantitative methods, valuation and technical analysis.

From 2006-2013 Charles was with The Boston Company, LLC a $45B subsidiary of BNY Mellon. As a member of the Portfolio Engineering and Small Cap Growth teams, he worked with Quantitative and Fundamental Research on portfolio management, primary research, trading strategies, systems research and development, consulting relations and manager analysis.  From 1994-2006 Charles was an analyst with Smith Barney Inc., Cowen & Co., Adams Harkness & Hill and America’s Growth Capital, LLC.  He was voted to Institutional Investor magazine “All-American Health Care Research Analyst” in 1997, and was a multiple-time Greenwich Associates “4-Star” Analyst during the 1990s.

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