Charlotte Vidal is a Wealth Advisor within HB Wealth’s Family Office Division. She works with ultra-high-net-worth families to navigate every aspect of their financial lives. With a goal of making complex decisions more manageable and meaningful, Charlotte provides comprehensive, integrated advice across investments, estate planning, tax strategy, and charitable gifting. She is dedicated to helping families preserve and grow their wealth with a focus on guiding the next generation in building financial literacy, investment knowledge, and a strong foundation for the future.
Before joining HB Wealth, Charlotte spent seven years at Goldman Sachs in New York, where she advised multinational corporations and private equity firms on foreign exchange risk and hedging strategies as part of the firm’s Corporate Derivatives team. In 2017, she transitioned to the FX Options Trading desk, where she traded G10 currency options, managed portfolio risks, and served as a market maker for hedge funds, institutional clients, and corporate clients.
Charlotte holds a degree in Operations Research and Financial Engineering (ORFE) from Princeton University, where she graduated in 2015. She earned her CFA charter in 2021 and is an active member of both the CFA Institute and the CFA Society of Atlanta. In 2022, she obtained her CERTIFIED FINANCIAL PLANNER® certification.
A proud Atlanta native and alumna of the Lovett School, Charlotte is delighted to serve clients in her hometown and beyond. She resides near Chastain Park with her husband, Charlie, and their two children. Outside of work, she enjoys golf, tennis, and exploring Atlanta’s vibrant restaurant scene.