Charlie Haynor, CFAMANAGING DIRECTOR
Charlie Haynor has over 20 years of experience in the investment management industry. He joined Rayner Associates as an Analyst in 1990 and is now the Managing Director of The United Capital Mill Valley office, formerly Rayner & Haynor.
Charlie brings strong analytical and quantitative skills to the research team and portfolio management process, including broad expertise in the variety of planning areas offered by the Mill Valley team. He has developed proprietary tools for analyzing clients’ tax situations, real estate investments and cash-flow needs in the context of their overall portfolio and investment goals.
He is past President of the San Francisco Bond Club and is a member of the Marin County Estate Planning Council and the CFA Society of San Francisco. He has spoken on various investment-related topics at the Central Marin Rotary, as well as to students at the University of California, Berkeley, and Redwood High School. He serves as Treasurer for Grace Church of Marin and previously served on the boards of Food Runners and the Marin Boy Scouts.
Charlie graduated from UC Berkeley with a BA in Physics. Accredited as a Chartered Financial Analyst, he also has an MBA from the UC Berkeley Haas School of Business. Charlie and his wife live in San Rafael with their son and daughter.