Our portfolio management team is comprised of seasoned investment management professionals who possess extensive experience, knowledge, and expertise.
Charles Marleau, CIM®
Chief Investment Officer
Charles is the co-founder and President of Palos. He holds the designation of Chartered Investment Manager (CIM®) and is the lead portfolio manager of the Palos Equity Income Fund and the Palos Income Fund L.P.
Wakeham joined Palos in 2015 and brought with him a wealth of experience that is the foundation for our growth investment strategy.
William Mitchell, CIM®
Bill has over 30 years of experience in securities analysis, trading in financial markets and managing portfolios. He holds the designation of Chartered Investment Manager (CIM®) and is a portfolio manager for the Palos-Mitchell Alpha Fund.
Robert Mendel, CIM®
Robert has more than 25 years of experience in portfolio management and serves as our resident expert in options-based strategies. He holds the designation of Chartered Investment Manager (CIM®).