As his longstanding career suggests, Charles has a keen interest in economics, international studies and investments. Having over 20+ years in the industry, Charles knows that investment decisions are, by their nature, highly complex and he has always strived to simplify these decisions, ensuring to always connect these decisions to his client’s larger goals.
Grit, determination and a solid understanding of investment discipline have been at his core for many years.
Education
Charles earned a BA from Western University, Canada, an MBA from the University of Cincinnati and A-Levels in Economics, English Literature and French Language from Eton College in Buckinghamshire, England.
A strong believer in continuing education, Charles has also earned the professional designation CERTIFIED FINANCIAL PLANNER®.
Charitable Causes
Charles has served as Warden of the Church of the Redeemer in Hyde Park, as well as Trustee to the Church of the Redeemer Permanent Property Fund. He is the former President and Treasurer of the Cincinnati CPCU Society.
Away From the Office
Charles lives in Terrace Park, Ohio with his wife of 45+ years, Lucy, and their new puppy, Betty. Betty is a beautiful black and white cocker spaniel that keeps Charles active in the Village. Charles & Lucy are enjoying their two children and six grandchildren who are active in school, sports and music. He is also happy to sneak away for a friendly round of golf.