Charles Valkin
Director/Board Member at Capital Wealth Advisors Ltd.
Net worth: 15 928 $ as of 2024-04-29
Profile
Charles Valkin is an Independent Non-Executive Director at Capital Wealth Advisors Ltd.
and Counsel at Bowman Gilfillan, Inc. He previously served as an Independent Non-Executive Director at Capital Appreciation Ltd.
from 2015 to 2023.
Mr. Valkin obtained his undergraduate degree from the University of the Witwatersrand.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-03-30 | 250,000 ( 0.02% ) | 15 928 $ | 2024-04-29 |
Charles Valkin active positions
| Companies | Position | Start |
|---|---|---|
Capital Wealth Advisors Ltd.
 Capital Wealth Advisors Ltd. Investment ManagersFinance Capital Wealth Advisors Ltd. provide financial advisory services. Its financial services are cash management, investment planning, tax planning, college funding, charitable giving, risk management, retirement planning and estate conservation. The company was founded on December 3, 2014 and is headquartered in West Bend, WI. | Director/Board Member | 2015-09-17 |
Bowman Gilfillan, Inc.
 Bowman Gilfillan, Inc. Miscellaneous Commercial ServicesCommercial Services Bowman Gilfillan, Inc. provides legal services. It covers the spectrum of corporate and commercial law, banking and finance law and dispute resolution services. The company is headquartered in Cape Town, South Africa. | Corporate Officer/Principal | - |
Former positions of Charles Valkin
| Companies | Position | End |
|---|---|---|
| CAPITAL APPRECIATION LIMITED | Director/Board Member | 2023-10-30 |
Training of Charles Valkin
| University of the Witwatersrand | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CAPITAL APPRECIATION LIMITED | Finance |
| Private companies | 2 |
|---|---|
Capital Wealth Advisors Ltd.
Capital Wealth Advisors Ltd. Investment ManagersFinance Capital Wealth Advisors Ltd. provide financial advisory services. Its financial services are cash management, investment planning, tax planning, college funding, charitable giving, risk management, retirement planning and estate conservation. The company was founded on December 3, 2014 and is headquartered in West Bend, WI. | Finance |
Bowman Gilfillan, Inc.
Bowman Gilfillan, Inc. Miscellaneous Commercial ServicesCommercial Services Bowman Gilfillan, Inc. provides legal services. It covers the spectrum of corporate and commercial law, banking and finance law and dispute resolution services. The company is headquartered in Cape Town, South Africa. | Commercial Services |
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