Designations and Licenses

Charles holds the Chartered Financial Analyst® designation.

Experience and Education

Charles provides personalized wealth planning solutions for high-net-worth individuals and families. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, he was a portfolio analyst at BNY Mellon Wealth Management in New York City. In that role, he worked with individuals, families, foundations, endowments and retirement plans, as well as trust relationships. He also has experience conducting investment strategy analysis for client portfolios.

Charles has a bachelor’s degree in economics from the University of Notre Dame.