A life priority for Charles has been building trust with people. From his vantage point, he sees life unfold for a select group of clients, including individuals, families, business owners and executives. As a senior financial associate, his mission is simple: to enhance clients’ personal and financial lives through disciplined wealth planning advice and guidance with exceptional service.
For three decades Charles’ career tenure included senior management roles at Fortune 500 companies, including on investment policy committees, as well as CEO at two mutual fund companies where he built technology for mutual fund selection and created a mutual fund wrap product. Charles has a genuine understanding to help entrepreneurs with a wide array of service needs to manage their business finances and personal wealth.
At the Lynnvest Group, Charles proudly works alongside his son, Marc, and a group of dedicated professionals to pass along the values that his wife, Lynn, modeled each day. Those values include putting principles and priorities at the forefront of working with clients, giving advice from a place of perspective and best interest, and doing so with the highest level of integrity, warmth and compassion.
Prior to joining RBC Wealth Management in 2022, Charles was a senior vice president for investments and portfolio manager at Merrill Lynch and Advest before that.
Charles graduated with a Bachelor of Science from the University of Connecticut, earned an MBA from Iona College and holds the Accredited Asset Management SpecialistSM professional designation.
Throughout his career, Charles has served as a guest speaker on various topics at financial conferences as well as a thought leader for media outlets.
Apart from work, Charles enjoys fundraising for causes he is passionate about, including cancer research. Also, he is current president of his homeowner’s association, where he also serves in the security and rules committees.