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Charles R. “Ray” Shimer III, CFA

Charles R. “Ray” Shimer III, CFA

Portfolio Manager

Ray is Portfolio Manager with Level Four® Advisory Services, LLC.  With over 13 years of investment management experience in the securities industry, Ray’s primary responsibility as Portfolio Manager is to overs the firms’ Asset Allocation Strategic Portfolio. Ray is also a member of the Level Four® Advisory Services 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.
Charles R. “Ray” Shimer III, CFA
Portfolio Manager