Jim Charles
Regional Director
Dimensional Fund Advisors

Jim Charles brings over two decades of financial services experience to the Institutional Services team. As a regional director, Jim develops and manages relationships with corporate pension, foundation, and endowment clients. Prior to Dimensional, he spent nine years as a client portfolio and client service manager for American Century Investments. Jim was previously an institutional investment consultant for Watson Wyatt Investment Consulting and Towers Perrin Asset Consulting.

A CFA charterholder, Jim holds an M.S. in financial planning from Georgia State University and a B.S. in business administration and marketing from Ohio State University.