About Charles

Portfolio Manager

Financial comfort wrapped in wisdom and delivered in truth.

Work With Charles

Charles Brown, III – My Story

     CB3 Financial Group, Inc.  (CB3) was founded in 2006 by Charles R. P. Brown III, CMT, the CEO and Portfolio Manager. Prior to CB3, Mr. Brown previously had a successful career trading stocks and commodities with his boutique Commodity Trading Advisor (CTA) firm, TST Capital, headquartered at the Chicago Mercantile Exchange.  Mr. Brown has been trading commodities and stocks for thirty-plus years. Mr. Brown is a member of the CMT Association and has been awarded the Chartered Market Technician (CMT) designation.  Less than 6,000 portfolio managers in the world have attained this designation.

     Charles is a noted author of numerous options-trading articles. He co-authored the book “Not Your Father’s Retirement”.  As a sought-after lecturer and commentator on financial topics and economic news, Charles is recognized for his “accessible and easily-understandable” approach to explaining complex topics in his “everyman” conversational style. He has been a contributor to FOX News, with his economic opinions aired on nationwide TV, FoxNews.com, the Fox Report with Shepard Smith, and the Sean Hannity Show, among others.

     Charles is also an accomplished musician, performing at Carnegie Hall in NYC at the age of 17, and continuing to compose and perform today.  He is a graduate of the Cincinnati Conservatory of Music.  He performs in and around the Chicagoland area and is an active member of the Moody Church Orchestra in Chicago.  In 2018, he was named Composer in Residence for the Lake County Symphony Orchestra.

Why Work With CB3?

CB3 Financial clients enjoy a personal relationship with their actual portfolio manager.  While not unique in this business, this personal relationship with all our CB3 clients is, indeed, rare.  CB3 Financial is a family office that exists to manage the retirement and Trust assets of Charles & Alice Brown, as well as select manage clients who fit the profile of educated investors who want to be knowledgeable about why and how investment decisions are made on their behalf.  We welcome your own specific questions and inquiry of our concierge services for the keen investor.