Charles R. “Ray” Shimer III, CFA^®

Ray is Portfolio Manager with Level Four Capital Management and has over 13 years of investment management experience in the securities industry. Ray’s primary responsibility as Portfolio Manager is to oversee the firm’s Asset Allocation Strategic Portfolio. Ray is also a member of the Level Four Capital Management Investment Committee.

Ray received his Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and his Associate Degree in Applied Science-Technology from Pitt Community College. He is a CFA Charter holder and member of the CFA Institute.