Charlie joined HB Wealth in September 2023 and serves as an Advisory Associate. He assists in developing comprehensive financial plans tailored to each client’s needs, while developing investment strategies so that families can gain confidence in navigating their financial decisions.
Prior to joining HB, Charlie was a Private Wealth Management Intern for Chicago Partners Wealth Advisors.
Charlie graduated from Villanova University with his B.A. in Economics and his MBA in Finance in May 2023. He also was a student-athlete during his 4 ½ years, having the great opportunity to play Football at Villanova. He is currently studying for the CERTIFIED FINANCIAL PLANNER® exam and taking classes at the Terry College of Business at the University of Georgia.
He currently lives in Brookhaven, just outside HB Wealth’s headquarters in Buckhead. You can find Charlie on the golf course, traveling, enjoying family and friends, and being an avid Chicago sports fan in his free time.