Charlie Waibel, CFA

(503) 596-2880
LinkedIn Profile

  • Consultant, Managing Principal
  • 27 years investment experience
  • Chartered Financial Analyst (CFA®)
  • Member of the CFA Institute and the CFA Society of Portland
  • BA, Natural Science, Lewis and Clark College
  • MD, Oregon Health Sciences University

Charlie Waibel, CFA, is the Managing Principal of Sellwood Consulting LLC and co-founded the firm. He chairs Sellwood’s Board of Directors and is a member of the Investment Committee. He has extensive experience advising healthcare providers, endowments and foundations, corporate and governmental retirement plans, as well as select private wealth clients. He has also served as a trustee to a large healthcare system retirement plan as well as several foundations. Charlie is a frequent speaker at national investment industry conferences and seminars.

Charlie has 26 years of investment experience. Prior to co-founding Sellwood Consulting, Charlie was a Senior Consultant, Principal, and part of the executive management group at R.V. Kuhns & Associates (now RVK). His clients there included some of that firm’s largest relationships. Before Kuhns, Charlie was a portfolio manager at regional investment firm Badgley, Phelps and Bell.

He earned his Bachelors degree in Natural Science at Lewis and Clark College and his Medical Degree at Oregon Health Sciences University with post-graduate training at UCLA. He has held the Chartered Financial Analyst (CFA) designation since 2000 and is a member of the CFA Institute and the CFA Society of Portland.

Charlie is a past a Board member for World of Speed, and he and his wife sponsor a scholar, currently in college, for Marathon Education Partners. Charlie also oversees his family’s fifth generation family farm in Hillsboro, Oregon.