Charlie manages the Private Wealth business and portfolio management team in the delivery of the firm’s Multi-Asset Strategy investment solutions to private wealth investors. Charlie oversees the portfolio management team’s client relationship management interaction with Wintrust Financial’s private banking, trust, and financial advisory professionals in the comprehensive service and stewardship of client investment portfolios.

Charlie joined the firm in 2011 and has extensive experience in investment sales and relationship management, having been employed previously at Merrill Lynch Asset Management, ING Investment Management, and other financial service organizations.

Education and Professional Credentials 

• Industry Start: 1983
• St Joseph’s College, BBA
• FINRA Series 7, 63, and 65 registrations