Charlie Bilello, CMT

Director of Research

Charlie Bilello, who holds the Chartered Market Technician (CMT) designation, is the Director of Research at Pension Partners, LLC, where he is responsible for strategy development, investment research and communicating the firm’s investment themes and portfolio positioning to clients. Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors, an institutional investment research firm. Previously, Charlie held positions as an Equity and Hedge Fund Analyst at billion dollar alternative investment firms, giving him unique insights into portfolio construction and asset allocation.

Mr. Bilello holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. In addition to his CMT designation, Charlie also holds the Certified Public Accountant (CPA) certificate.

2014 - Charles H Dow Award
2016 - Charles H Dow Award
Video Archive Contributions
April 7, 2016
2016 Annual Symposium: Day 1, Interactive Session 3 - Charles Bilello, CMT, CPA and Michael Gayed, CFA
Presenter(s): Charlie Bilello, CMT
June 4, 2014
An Intermarket Approach to Beta Rotation: The Strategy, Signal, and Power of Utilities
Presenter(s): Charlie Bilello, CMT
April 4, 2014
A Visual Toolkit for Investing: The Rise of Charting in Social Media
Presenter(s): Charlie Bilello, CMT