Charlotte joined HB Wealth in 2022 after working at Goldman Sachs in New York for seven years. In previous roles, she worked on Goldman’s Corporate Derivatives team, advising multinational corporations and private equity firms on their foreign exchange risks and hedging strategies. In 2017, she moved to the FX Options Trading desk where she traded G10 currency options, managing various portfolio risks and market-making for hedge funds, institutions, and corporate clients.
She attended Princeton University and graduated in 2015 with a degree in Operations Research and Financial Engineering (ORFE). Charlotte earned her CFA charter in 2021 and is a member of the CFA Institute and the CFA Society of Atlanta. In 2022, she obtained her CERTIFIED FINANCIAL PLANNER® certification to better assist clients with the entirety of their financial planning.
An Atlanta native who attended the Lovett School, she is thrilled to be back in her hometown and help serve clients. Charlotte lives near Chastain Park with her husband (Charlie) and son (Chuck). In her spare time, she enjoys yoga, golf, tennis, and trying new Atlanta restaurants.