Charles Rongo

My journey into the world of the investment business started very young, learning from my father. He would be up early completing his charts every morning – monitoring market risk, evaluating client positions, and planning for every possible outcome. As a fellow early riser, I would sit at the table with him and watch this process. With each passing session my interest deepened, and my father helped me assemble my own book of charts to learn firsthand. Each morning I would complete this book, viewing it as an investment installment, putting in the time to master my craft. Market rallies and crashes came and went, but my experience from dedicating myself to his methods kept accumulating. Because of this, from an early age I learned a valuable lesson – success in this business is not attained quickly – it must be built brick by brick, or chart by chart, every morning, every day.

This interest led me to pursue a degree in Finance. I earned an undergraduate degree from the University of South Florida Muma College of Business in 2025, graduating Summa Cum Laude. Before college, I played Junior A level hockey in the Ontario Junior A Hockey League — a level that demanded the same early mornings and long-term discipline I'd later bring to the investment world. That same discipline carried into my time as captain of the school hockey team, and has continued to shape how I approach my work and my clients' portfolios today.

My focus with clients centers on portfolio management and financial planning — building a strategy around your goals and adjusting it as life happens. I also have a particular interest in identifying efficient, tax-conscious ways to put cash and other idle assets to work, often through strategies that go beyond the conventional toolkit. My goal is to find the approach that fits your situation, not the one that's easiest to sell.

At IBEX, investment management is far from an afterthought - it is core to what we do. Our team builds portfolios and conducts research in-house, rather than outsourcing that work to outside managers. We start by understanding what actually matters to you: your risk tolerance, your timeline, and the goals you're working toward. Everything we build from there is designed around those answers.

_{Charles Rongo is solely an investment advisor representative of IBEX Wealth Advisors and not affiliated with LPL Financial.}