Charlie has over 25 years of experience as an investment professional. During his 13 years at Honeywell International as Director-Head of Global Equities and Senior Portfolio Manager, he was part of an investment team that had oversight of the Pension Plan’s assets and worked collaboratively with company senior executives in an effort to help ensure stability of the Plan on behalf of the pensioners. Prior to that, he worked as Senior Portfolio Manager and Client Relationship Manager for The Bank of New York where he actively managed the firm’s Small Cap Growth fund and worked with a variety of institutional and high net worth clients in helping them plan to achieve their investment goals. Charlie began his career as an accountant with KPMG in New York. There it gave him the opportunity to not only see many corporate financial systems across many industries but also to understand and tailor the service to properly match each clients’ unique needs and circumstances.

Charlie holds an MBA from the University of North Carolina-Chapel Hill and is a Tarheel at heart. He earned a BA in Economics from his beloved Lafayette College, and attended the Taft School in Watertown CT. Charlie is a Chartered Financial Analyst and non-practicing Certified Public Accountant.

Charlie and his wife Julie have 4 children, are from Skillman, NJ and currently reside in Naples. Charlie served as President of the Cherry Valley Homeowners Association since 2008 and as the Chairman of the Trinity Episcopal Church Princeton Endowment since 2015. In his off time, he loves to tend to his yard, play golf, and watch the Naples beach sunset.