About

Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building tax-efficient alternative allocations with minimal correlation to the stock market.

Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com.

He holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar. Charles is a CFA Charterholder in good standing.

Charles lives with his wife Maria Jose and two sons, Charles and Ian, and enjoys regularly traveling to his wife’s native Peru.

Contact Charles:

Mailing Address
Sizemore Capital Management, LLC
10440 N. Central Expressway, Suite 800
Dallas, Texas 75231

Email Inquiries:
info@sizemorecapital.com

 

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